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 | $46,805 | $337,732-86.1% | $337,732-86.1% | $532,464-91.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 19.73% | 10.11%+9.6pp | 10.26%+9.5pp | 10.38%+9.4pp |
| Employer contribution / active EE | $0 | $9,330-100.0% | $9,009-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $9,536 | $3,000+217.9% | $2,768+244.5% | $11,136-14.4% |
| Admin fee / account holder | $783 | $3,556-78.0% | $3,556-78.0% | $14,894-94.7% |