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 7-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 | $48,850 | $87,013-43.9% | $106,213-54.0% | $80,856-39.6% |
| Participation rate | 84.1% | 70.4%+13.7pp | 75.3%+8.8pp | 67.6%+16.5pp |
| Annual return | 10.47% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $741 | $2,395-69.1% | $3,171-76.6% | $2,755-73.1% |
| Participant deferral / active EE | $3,041 | $3,986-23.7% | $5,016-39.4% | $4,296-29.2% |
| Admin fee / account holder | $3,566 | $8,431-57.7% | $11,033-67.7% | $6,918-48.5% |