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 | $37,857 | $69,518-45.5% | $59,878-36.8% | $135,375-72.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.7%+2.2pp | 82.6%-5.7pp |
| Annual return | 7.63% | 7.94%-0.3pp | 3.46%+4.2pp | 519.73%-512.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,504 | $4,206-64.2% | $3,402-55.8% | $5,609-73.2% |
| Admin fee / account holder | $1,369 | $5,734-76.1% | $3,590-61.9% | $10,827-87.4% |