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 3-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 | $44,152 | $87,841-49.7% | $133,980-67.0% | $62,891-29.8% |
| Participation rate | 96.7% | 83.4%+13.3pp | 87.1%+9.6pp | 69.3%+27.4pp |
| Annual return | 7.59% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,032 | $3,483-12.9% | $5,211-41.8% | $2,281+32.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $438 | $5,371-91.9% | $9,324-95.3% | $4,296-89.8% |