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 | $23,778 | $124,425-80.9% | $112,040-78.8% | $137,256-82.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 10.46% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,392 | $3,411-59.2% | $2,954-52.9% | $4,156-66.5% |
| Participant deferral / active EE | $2,081 | $5,718-63.6% | $5,098-59.2% | $6,407-67.5% |
| Admin fee / account holder | $1,338 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |