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 | $20,225 | $48,300-58.1% | $40,145,923-99.9% | $62,891-67.8% |
| Participation rate | 75.6% | 62.0%+13.5pp | 68.4%+7.1pp | 69.3%+6.2pp |
| Annual return | 8.52% | 6.95%+1.6pp | 5.24%+3.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $270 | $1,333-79.7% | $1,844-85.3% | $2,281-88.1% |
| Participant deferral / active EE | $1,454 | $2,388-39.1% | $2,591-43.9% | $3,203-54.6% |
| Admin fee / account holder | $559 | $2,919-80.8% | $2,903-80.7% | $4,296-87.0% |