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 | $79,350 | $56,054+41.6% | $171,082-53.6% | $62,891+26.2% |
| Participation rate | 88.0% | 62.9%+25.1pp | 76.7%+11.3pp | 69.3%+18.7pp |
| Annual return | 12.03% | 22.52%-10.5pp | 32.56%-20.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,253 | $3,158+161.3% | $4,797+72.0% | $3,203+157.7% |
| Admin fee / account holder | $1,942 | $3,647-46.7% | $8,520-77.2% | $4,296-54.8% |