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 | $28,721 | $63,346-54.7% | $92,233-68.9% | $70,131-59.0% |
| Participation rate | 84.8% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 12.73% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,964 | $2,854+3.9% | $3,897-23.9% | $3,332-11.0% |
| Admin fee / account holder | $1,136 | $3,840-70.4% | $5,194-78.1% | $4,645-75.6% |