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 | $24,143 | $56,897-57.6% | $84,750-71.5% | $62,891-61.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.52% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,719 | $2,709-36.5% | $3,712-53.7% | $3,203-46.3% |
| Admin fee / account holder | $641 | $3,581-82.1% | $5,332-88.0% | $4,296-85.1% |