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 | $39,804 | $62,586-36.4% | $76,768-48.2% | $64,186-38.0% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | 9.85% | -1.95%+11.8pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $3,477 | $1,832+89.8% | $2,485+39.9% | $2,381+46.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,552 | $4,667-23.9% | $6,675-46.8% | $4,888-27.3% |