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 | $13,370 | $48,795-72.6% | $65,493-79.6% | $84,808-84.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.27% | 20.20%-5.9pp | 982.45%-968.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $617 | $1,930-68.0% | $2,574-76.0% | $2,631-76.6% |
| Participant deferral / active EE | $2,740 | $2,928-6.5% | $3,961-30.8% | $4,212-35.0% |
| Admin fee / account holder | $1,860 | $3,877-52.0% | $5,028-63.0% | $7,344-74.7% |