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 | $27,087 | $215,361-87.4% | $171,082-84.2% | $273,961-90.1% |
| Participation rate | 72.2% | 82.0%-9.8pp | 76.7%-4.5pp | 83.0%-10.8pp |
| Annual return | 7.04% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,209 | $5,543-60.1% | $4,797-54.0% | $5,287-58.2% |
| Admin fee / account holder | $1,613 | $10,846-85.1% | $8,520-81.1% | $10,132-84.1% |