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 | $24,483 | $54,541-55.1% | $78,778-68.9% | $70,131-65.1% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 12.85% | 21.07%-8.2pp | 35.62%-22.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,283 | $2,210+3.3% | $2,958-22.8% | $3,332-31.5% |
| Admin fee / account holder | $7,192 | $3,709+93.9% | $5,134+40.1% | $4,645+54.8% |