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 | $20,138 | $39,122-48.5% | $57,179-64.8% | $62,891-68.0% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.2pp | 69.3%+28.3pp |
| Annual return | 4.70% | 9.23%-4.5pp | 14.59%-9.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,795 | $2,374+59.9% | $3,096+22.6% | $3,203+18.5% |
| Admin fee / account holder | $1,192 | $2,592-54.0% | $3,139-62.0% | $4,296-72.2% |