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 | $21,481 | $93,071-76.9% | $74,583-71.2% | $273,961-92.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.04% | 26.18%-23.1pp | 20.47%-17.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,974 | $4,160-28.5% | $3,458-14.0% | $5,287-43.7% |
| Admin fee / account holder | $1,493 | $5,272-71.7% | $4,138-63.9% | $10,132-85.3% |