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 | $21,842 | $64,307-66.0% | $57,343-61.9% | $125,391-82.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 75.1%+19.4pp | 83.2%+11.3pp |
| Annual return | 1.23% | 25.12%-23.9pp | 24.39%-23.2pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $975 | $3,848-74.7% | $3,162-69.2% | $5,352-81.8% |
| Admin fee / account holder | $349 | $5,242-93.4% | $3,356-89.6% | $9,540-96.3% |