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 | $56,944 | $92,222-38.3% | $76,768-25.8% | $135,375-57.9% |
| Participation rate | 77.3% | 79.8%-2.5pp | 77.0%+0.3pp | 82.6%-5.4pp |
| Annual return | 10.09% | 5.46%+4.6pp | 2.43%+7.7pp | 519.73%-509.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,974 | $4,509-56.2% | $3,852-48.7% | $5,609-64.8% |
| Admin fee / account holder | $6,093 | $10,748-43.3% | $6,675-8.7% | $10,827-43.7% |