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 | $52,934 | $68,547-22.8% | $120,354-56.0% | $80,856-34.5% |
| Participation rate | 78.8% | 61.6%+17.2pp | 71.9%+6.9pp | 67.6%+11.1pp |
| Annual return | 10.35% | 23.60%-13.2pp | 107.15%-96.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,899 | $3,173-8.6% | $4,991-41.9% | $4,296-32.5% |
| Admin fee / account holder | $769 | $5,732-86.6% | $9,423-91.8% | $6,918-88.9% |