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 | $13,496 | $45,035-70.0% | $62,995-78.6% | $70,131-80.8% |
| Participation rate | 91.5% | 69.5%+22.0pp | 74.8%+16.7pp | 69.5%+21.9pp |
| Annual return | 21.52% | 18.76%+2.8pp | 87.57%-66.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,888 | $2,465+138.9% | $3,329+76.9% | $3,332+76.7% |
| Admin fee / account holder | $834 | $2,834-70.6% | $3,600-76.8% | $4,645-82.0% |