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 | $34,516 | $54,762-37.0% | $90,281-61.8% | $72,985-52.7% |
| Participation rate | 72.5% | 65.1%+7.4pp | 73.3%-0.8pp | 69.5%+3.0pp |
| Annual return | 20.14% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,123 | $2,887+42.8% | $3,885+6.1% | $3,607+14.3% |
| Admin fee / account holder | $1,292 | $3,972-67.5% | $5,351-75.9% | $5,124-74.8% |