See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,260 | $65,365-23.1% | $92,893-45.9% | $72,985-31.1% |
| Participation rate | 81.0% | 68.3%+12.6pp | 76.0%+4.9pp | 69.5%+11.5pp |
| Annual return | 21.45% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,509 | $3,128+44.1% | $4,236+6.5% | $3,607+25.0% |
| Admin fee / account holder | $1,117 | $4,251-73.7% | $5,794-80.7% | $5,124-78.2% |