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 | $32,968 | $93,346-64.7% | $71,796-54.1% | $273,961-88.0% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 4.92% | 130.39%-125.5pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,317 | $3,475-33.3% | $2,794-17.1% | $5,287-56.2% |
| Admin fee / account holder | $309 | $6,571-95.3% | $4,815-93.6% | $10,132-96.9% |