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 | $15,425 | $84,233-81.7% | $170,442-90.9% | $70,131-78.0% |
| Participation rate | 78.3% | 70.8%+7.4pp | 83.6%-5.3pp | 69.5%+8.7pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,160 | $3,086-62.4% | $4,939-76.5% | $3,332-65.2% |
| Admin fee / account holder | $993 | $5,698-82.6% | $13,880-92.8% | $4,645-78.6% |