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 | $38,080 | $46,553-18.2% | $64,056-40.6% | $75,163-49.3% |
| Participation rate | 76.9% | 65.9%+11.0pp | 72.3%+4.6pp | 67.2%+9.7pp |
| Annual return | 14.52% | 26.03%-11.5pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,210 | $2,837+13.1% | $3,880-17.3% | $4,125-22.2% |
| Admin fee / account holder | $3,278 | $2,952+11.0% | $3,068+6.8% | $5,651-42.0% |