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 | $19,088 | $101,069-81.1% | $81,478-76.6% | $147,584-87.1% |
| Participation rate | 73.3% | 74.5%-1.1pp | 68.0%+5.4pp | 82.8%-9.5pp |
| Annual return | 8.25% | 32.40%-24.1pp | 38.78%-30.5pp | 578.55%-570.3pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,622 | $4,242-61.8% | $3,537-54.1% | $5,439-70.2% |
| Admin fee / account holder | $2,692 | $5,812-53.7% | $4,561-41.0% | $10,885-75.3% |