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 | $32,788 | $49,177-33.3% | $79,464-58.7% | $64,186-48.9% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.2pp | 69.6%+29.0pp |
| Annual return | 9.03% | -1.16%+10.2pp | 718.14%-709.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,701 | $2,076+30.1% | $2,800-3.6% | $2,381+13.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,953 | $3,839+3.0% | $5,113-22.7% | $4,888-19.1% |