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 | $28,661 | $65,365-56.2% | $92,893-69.1% | $72,985-60.7% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 23.33% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,706 | $3,128+18.5% | $4,236-12.5% | $3,607+2.7% |
| Admin fee / account holder | $492 | $4,251-88.4% | $5,794-91.5% | $5,124-90.4% |