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 | $47,786 | $81,632-41.5% | $70,449-32.2% | $158,922-69.9% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 14.62% | 208.40%-193.8pp | 109.03%-94.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,571 | $4,554-65.5% | $3,709-57.6% | $5,982-73.7% |
| Admin fee / account holder | $1,130 | $6,193-81.7% | $3,845-70.6% | $11,246-89.9% |