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 | $35,605 | $81,632-56.4% | $70,449-49.5% | $158,922-77.6% |
| Participation rate | 84.2% | 77.7%+6.5pp | 75.1%+9.2pp | 82.0%+2.3pp |
| Annual return | 17.47% | 208.40%-190.9pp | 109.03%-91.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,238 | $4,554-72.8% | $3,709-66.6% | $5,982-79.3% |
| Admin fee / account holder | $1,632 | $6,193-73.6% | $3,845-57.6% | $11,246-85.5% |