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 | $37,891 | $71,883-47.3% | $86,677-56.3% | $68,494-44.7% |
| Participation rate | 98.1% | 72.2%+25.9pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | 2.28% | 3.52%-1.2pp | 35.91%-33.6pp | -7.84%+10.1pp |
| Employer contribution / active EE | $5,660 | $2,173+160.5% | $2,836+99.6% | $2,596+118.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,420 | $6,112-27.7% | $7,493-41.0% | $5,403-18.2% |