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 | $41,115 | $80,717-49.1% | $154,803-73.4% | $84,808-51.5% |
| Participation rate | 85.9% | 66.8%+19.1pp | 78.1%+7.8pp | 68.3%+17.6pp |
| Annual return | 14.72% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,193 | $2,761-20.6% | $4,305-49.1% | $2,631-16.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,536 | $6,746-77.2% | $14,329-89.3% | $7,344-79.1% |