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 | $52,046 | $110,094-52.7% | $151,611-65.7% | $68,494-24.0% |
| Participation rate | 92.8% | 84.0%+8.8pp | 87.5%+5.3pp | 67.9%+24.9pp |
| Annual return | 11.09% | -10.12%+21.2pp | 3.33%+7.8pp | -7.84%+18.9pp |
| Employer contribution / active EE | $1,469 | $4,471-67.1% | $6,166-76.2% | $2,596-43.4% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,854 | $7,719-63.0% | $11,616-75.4% | $5,403-47.2% |