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 9-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 | $36,782 | $49,177-25.2% | $79,464-53.7% | $64,186-42.7% |
| Participation rate | 91.4% | 65.0%+26.3pp | 73.3%+18.0pp | 69.6%+21.8pp |
| Annual return | 3.33% | -1.16%+4.5pp | 718.14%-714.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,339 | $2,821+18.3% | $3,704-9.8% | $3,470-3.8% |
| Admin fee / account holder | $3,666 | $3,839-4.5% | $5,113-28.3% | $4,888-25.0% |