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 9-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 | $28,324 | $43,075-34.2% | $74,583-62.0% | $62,891-55.0% |
| Participation rate | 76.7% | 58.1%+18.6pp | 68.1%+8.6pp | 69.3%+7.4pp |
| Annual return | 6.53% | 17.50%-11.0pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,766 | $2,389+57.6% | $3,458+8.9% | $3,203+17.6% |
| Admin fee / account holder | $17,886 | $2,840+529.8% | $4,138+332.3% | $4,296+316.4% |