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 | $20,083 | $43,075-53.4% | $74,583-73.1% | $62,891-68.1% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.1%+6.9pp | 69.3%+5.7pp |
| Annual return | 6.17% | 17.50%-11.3pp | 20.47%-14.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $934 | $2,389-60.9% | $3,458-73.0% | $3,203-70.8% |
| Admin fee / account holder | $2,437 | $2,840-14.2% | $4,138-41.1% | $4,296-43.3% |