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 | $24,971 | $93,346-73.2% | $71,796-65.2% | $273,961-90.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 9.52% | 130.39%-120.9pp | 78.04%-68.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $508 | $2,733-81.4% | $1,924-73.6% | $4,869-89.6% |
| Participant deferral / active EE | $1,163 | $3,475-66.5% | $2,794-58.4% | $5,287-78.0% |
| Admin fee / account holder | $3,308 | $6,571-49.7% | $4,815-31.3% | $10,132-67.3% |