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 | $45,417 | $102,828-55.8% | $105,387-56.9% | $152,861-70.3% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 20.83% | 20.85%0pp | 26.82%-6.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,486 | $4,473-22.1% | $4,213-17.3% | $4,762-26.8% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,519 | $8,683-71.0% | $6,559-61.6% | $11,596-78.3% |