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 8-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 | $22,396 | $62,573-64.2% | $85,682-73.9% | $85,850-73.9% |
| Participation rate | 92.4% | 61.1%+31.3pp | 69.9%+22.6pp | 69.3%+23.1pp |
| Annual return | 11.86% | 23.77%-11.9pp | 21.49%-9.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,894 | $2,802+39.0% | $3,923-0.7% | $3,952-1.4% |
| Admin fee / account holder | $9,698 | $4,640+109.0% | $6,873+41.1% | $6,260+54.9% |