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 7-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 | $45,483 | $53,822-15.5% | $75,696-39.9% | $85,850-47.0% |
| Participation rate | 80.0% | 69.1%+10.9pp | 74.8%+5.2pp | 69.3%+10.7pp |
| Annual return | 16.61% | 24.54%-7.9pp | 104.53%-87.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,625 | $2,895+301.6% | $3,821+204.2% | $3,952+194.2% |
| Admin fee / account holder | $2,706 | $3,343-19.0% | $3,619-25.2% | $6,260-56.8% |