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 | $37,655 | $65,365-42.4% | $92,893-59.5% | $72,985-48.4% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 20.11% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,166 | $3,128+33.2% | $4,236-1.7% | $3,607+15.5% |
| Admin fee / account holder | $1,068 | $4,251-74.9% | $5,794-81.6% | $5,124-79.2% |