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 | $24,117 | $45,073-46.5% | $69,455-65.3% | $72,985-67.0% |
| Participation rate | 97.2% | 68.5%+28.7pp | 74.6%+22.6pp | 69.5%+27.7pp |
| Annual return | 15.43% | 22.65%-7.2pp | 28.97%-13.5pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,072 | $2,054-47.8% | $2,779-61.4% | $2,440-56.1% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,512 | $3,056+14.9% | $3,839-8.5% | $5,124-31.5% |