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 | $24,564 | $93,346-73.7% | $71,796-65.8% | $273,961-91.0% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 1.67% | 130.39%-128.7pp | 78.04%-76.4pp | 41.45%-39.8pp |
| Employer contribution / active EE | $362 | $2,733-86.7% | $1,924-81.2% | $4,869-92.6% |
| Participant deferral / active EE | $4,632 | $3,475+33.3% | $2,794+65.7% | $5,287-12.4% |
| Admin fee / account holder | $1,315 | $6,571-80.0% | $4,815-72.7% | $10,132-87.0% |