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 | $112,879 | $73,933+52.7% | $96,683+16.8% | $75,163+50.2% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 13.61% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,095 | $3,659-15.4% | $4,878-36.6% | $4,125-25.0% |
| Admin fee / account holder | $2,445 | $5,216-53.1% | $6,730-63.7% | $5,651-56.7% |