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 | $28,531 | $90,503-68.5% | $78,689-63.7% | $273,961-89.6% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | 6.74% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $556 | $3,901-85.8% | $3,517-84.2% | $5,287-89.5% |
| Admin fee / account holder | $1,273 | $5,263-75.8% | $4,510-71.8% | $10,132-87.4% |