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 | $40,148 | $72,404-44.6% | $110,238-63.6% | $64,186-37.5% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.2pp |
| Annual return | 8.66% | -6.29%+15.0pp | 314.74%-306.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,049 | $2,282-10.2% | $3,826-46.4% | $2,381-13.9% |
| Participant deferral / active EE | $1,771 | $3,469-49.0% | $4,672-62.1% | $3,470-49.0% |
| Admin fee / account holder | $3,439 | $5,664-39.3% | $8,547-59.8% | $4,888-29.6% |