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 | $44,372 | $70,475-37.0% | $100,516-55.9% | $79,858-44.4% |
| Participation rate | 97.6% | 73.7%+23.9pp | 79.4%+18.2pp | 69.6%+27.9pp |
| Annual return | 31.60% | 21.90%+9.7pp | 30.89%+0.7pp | 31.71%-0.1pp |
| Employer contribution / active EE | $4,946 | $2,165+128.5% | $3,418+44.7% | $2,471+100.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,638 | $4,478-41.1% | $8,081-67.4% | $5,306-50.3% |