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 | $31,544 | $61,660-48.8% | $80,019-60.6% | $64,186-50.9% |
| Participation rate | 76.2% | 71.7%+4.5pp | 75.8%+0.4pp | 69.6%+6.6pp |
| Annual return | 10.13% | -0.33%+10.5pp | 11.22%-1.1pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,557 | $2,968+87.3% | $3,686+50.8% | $3,470+60.2% |
| Admin fee / account holder | $11,227 | $5,417+107.3% | $6,521+72.2% | $4,888+129.7% |