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 | $28,275 | $46,553-39.3% | $64,056-55.9% | $75,163-62.4% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 13.40% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,494 | $2,837+23.2% | $3,880-9.9% | $4,125-15.3% |
| Admin fee / account holder | $732 | $2,952-75.2% | $3,068-76.1% | $5,651-87.0% |