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 | $42,388 | $94,529-55.2% | $140,016-69.7% | $64,186-34.0% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | 8.97% | 7.77%+1.2pp | 651.12%-642.1pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,560 | $3,812-32.8% | $5,606-54.3% | $2,381+7.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,975 | $6,741-70.7% | $10,705-81.5% | $4,888-59.6% |