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 | $38,063 | $58,577-35.0% | $83,333-54.3% | $64,186-40.7% |
| Participation rate | 98.0% | 72.0%+26.0pp | 77.8%+20.2pp | 69.6%+28.4pp |
| Annual return | 17.76% | 9.65%+8.1pp | 10.63%+7.1pp | 7.63%+10.1pp |
| Employer contribution / active EE | $2,117 | $2,098+0.9% | $3,379-37.3% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,149 | $9,275-87.6% | $7,510-84.7% | $4,888-76.5% |