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 | $30,484 | $54,705-44.3% | $71,209-57.2% | $84,808-64.1% |
| Participation rate | 73.6% | 64.1%+9.5pp | 73.8%-0.2pp | 68.3%+5.3pp |
| Annual return | 15.13% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,641 | $3,030-12.9% | $4,175-36.7% | $4,212-37.3% |
| Admin fee / account holder | $525 | $4,863-89.2% | $5,349-90.2% | $7,344-92.9% |