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 | $45,934 | $58,828-21.9% | $77,999-41.1% | $62,891-27.0% |
| Participation rate | 76.2% | 71.1%+5.1pp | 75.5%+0.7pp | 69.3%+6.9pp |
| Annual return | 9.99% | 17.16%-7.2pp | 425.96%-416.0pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,415 | $2,686-47.3% | $3,497-59.5% | $3,203-55.8% |
| Admin fee / account holder | $4,765 | $4,393+8.5% | $5,480-13.1% | $4,296+10.9% |