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 9-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 | $24,291 | $64,307-62.2% | $57,343-57.6% | $125,391-80.6% |
| Participation rate | 73.3% | 78.6%-5.3pp | 75.1%-1.8pp | 83.2%-9.9pp |
| Annual return | 0.40% | 25.12%-24.7pp | 24.39%-24.0pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,591 | $3,848-58.7% | $3,162-49.7% | $5,352-70.3% |
| Admin fee / account holder | $1,010 | $5,242-80.7% | $3,356-69.9% | $9,540-89.4% |