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 | $61,349 | $67,606-9.3% | $82,313-25.5% | $70,131-12.5% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.4pp | 69.5%+14.8pp |
| Annual return | 13.95% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,148 | $2,987+5.4% | $3,706-15.1% | $3,332-5.5% |
| Admin fee / account holder | $12,273 | $4,512+172.0% | $5,608+118.9% | $4,645+164.2% |