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 | $35,299 | $84,696-58.3% | $75,696-53.4% | $167,490-78.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.8%-4.8pp | 82.1%-12.1pp |
| Annual return | 12.10% | 199.36%-187.3pp | 104.53%-92.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,495 | $4,580-1.9% | $3,821+17.6% | $6,341-29.1% |
| Admin fee / account holder | $1,048 | $5,355-80.4% | $3,619-71.1% | $12,309-91.5% |