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 | $47,507 | $65,041-27.0% | $90,951-47.8% | $79,858-40.5% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.0%+12.5pp | 69.6%+11.8pp |
| Annual return | 18.40% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,053 | $2,512-18.3% | $3,373-39.1% | $3,740-45.1% |
| Admin fee / account holder | $511 | $4,536-88.7% | $5,959-91.4% | $5,306-90.4% |