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 | $26,906 | $39,162-31.3% | $100,671-73.3% | $59,632-54.9% |
| Participation rate | 96.2% | 55.9%+40.3pp | 70.7%+25.4pp | 68.7%+27.5pp |
| Annual return | 3.43% | 21.07%-17.6pp | 20.43%-17.0pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $2,330 | $1,151+102.5% | $4,012-41.9% | $2,203+5.8% |
| Participant deferral / active EE | $4,070 | $1,992+104.3% | $3,144+29.5% | $3,192+27.5% |
| Admin fee / account holder | $2,037 | $2,969-31.4% | $4,850-58.0% | $4,297-52.6% |