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 | $26,952 | $46,553-42.1% | $64,056-57.9% | $75,163-64.1% |
| Participation rate | 70.6% | 65.9%+4.6pp | 72.3%-1.7pp | 67.2%+3.4pp |
| Annual return | 14.60% | 26.03%-11.4pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,838 | $2,837+0.1% | $3,880-26.8% | $4,125-31.2% |
| Admin fee / account holder | $726 | $2,952-75.4% | $3,068-76.3% | $5,651-87.2% |