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 | $25,589 | $96,965-73.6% | $97,995-73.9% | $147,584-82.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 15.38% | 24.11%-8.7pp | 23.94%-8.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,764 | $5,081-65.3% | $5,097-65.4% | $5,439-67.6% |
| Admin fee / account holder | $1,503 | $8,120-81.5% | $5,943-74.7% | $10,885-86.2% |