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 | $15,088 | $95,193-84.2% | $76,523-80.3% | $135,375-88.9% |
| Participation rate | 73.9% | 74.4%-0.5pp | 68.0%+5.9pp | 82.6%-8.7pp |
| Annual return | 9.67% | 4.85%+4.8pp | -0.27%+9.9pp | 519.73%-510.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $743 | $4,639-84.0% | $3,835-80.6% | $5,609-86.8% |
| Admin fee / account holder | $807 | $6,249-87.1% | $4,848-83.4% | $10,827-92.5% |