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 | $38,519 | $81,208-52.6% | $98,907-61.1% | $79,858-51.8% |
| Participation rate | 74.5% | 72.5%+2.0pp | 76.0%-1.5pp | 69.6%+4.9pp |
| Annual return | 22.79% | 60.99%-38.2pp | 196.43%-173.6pp | 31.71%-8.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,227 | $3,265-31.8% | $4,244-47.5% | $3,740-40.5% |
| Admin fee / account holder | $635 | $6,013-89.4% | $6,642-90.4% | $5,306-88.0% |