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 | $10,705 | $69,518-84.6% | $59,878-82.1% | $135,375-92.1% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.7%+7.7pp | 82.6%-0.3pp |
| Annual return | 10.36% | 7.94%+2.4pp | 3.46%+6.9pp | 519.73%-509.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,481 | $4,206-41.0% | $3,402-27.1% | $5,609-55.8% |
| Admin fee / account holder | $2,555 | $5,734-55.4% | $3,590-28.8% | $10,827-76.4% |