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 7-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 | $10,631 | $63,703-83.3% | $93,063-88.6% | $82,448-87.1% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.7pp | 68.1%+3.4pp |
| Annual return | 14.95% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $922 | $1,729-46.7% | $2,476-62.8% | $2,551-63.8% |
| Participant deferral / active EE | $1,719 | $2,919-41.1% | $3,958-56.6% | $4,139-58.5% |
| Admin fee / account holder | $1,518 | $5,982-74.6% | $6,033-74.8% | $7,234-79.0% |