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 | $50,588 | $103,966-51.3% | $112,887-55.2% | $75,163-32.7% |
| Participation rate | 97.8% | 75.7%+22.1pp | 80.5%+17.3pp | 67.2%+30.6pp |
| Annual return | 16.72% | 24.54%-7.8pp | 34.10%-17.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $26,893 | $3,870+594.9% | $4,563+489.3% | $2,670+907.3% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,051 | $7,663-47.1% | $7,047-42.5% | $5,651-28.3% |