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 | $24,128 | $69,518-65.3% | $59,878-59.7% | $135,375-82.2% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.7%+3.9pp | 82.6%-4.1pp |
| Annual return | 9.06% | 7.94%+1.1pp | 3.46%+5.6pp | 519.73%-510.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,965 | $4,206-29.5% | $3,402-12.9% | $5,609-47.1% |
| Admin fee / account holder | $4,286 | $5,734-25.3% | $3,590+19.4% | $10,827-60.4% |