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 | $36,501 | $45,073-19.0% | $69,455-47.4% | $72,985-50.0% |
| Participation rate | 93.5% | 68.5%+25.1pp | 74.6%+18.9pp | 69.5%+24.1pp |
| Annual return | 19.38% | 22.65%-3.3pp | 28.97%-9.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,667 | $2,054+29.9% | $2,779-4.0% | $2,440+9.3% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,642 | $3,056+19.2% | $3,839-5.1% | $5,124-28.9% |