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 | $39,503 | $49,177-19.7% | $79,464-50.3% | $64,186-38.5% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.6%+21.1pp |
| Annual return | 8.72% | -1.16%+9.9pp | 718.14%-709.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,978 | $2,076+91.6% | $2,800+42.0% | $2,381+67.1% |
| Participant deferral / active EE | $2,961 | $2,821+4.9% | $3,704-20.1% | $3,470-14.7% |
| Admin fee / account holder | $402 | $3,839-89.5% | $5,113-92.1% | $4,888-91.8% |