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 | $31,872 | $103,949-69.3% | $69,182-53.9% | $273,961-88.4% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 13.93% | 35.28%-21.3pp | -21.93%+35.9pp | 41.45%-27.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,409 | $2,716+62.3% | $1,897+132.4% | $5,287-16.6% |
| Admin fee / account holder | $677 | $3,671-81.5% | $2,697-74.9% | $10,132-93.3% |