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 | $26,371 | $54,541-51.6% | $78,778-66.5% | $70,131-62.4% |
| Participation rate | 74.5% | 60.8%+13.7pp | 69.2%+5.4pp | 69.5%+5.0pp |
| Annual return | 13.83% | 21.07%-7.2pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,079 | $2,210-5.9% | $2,958-29.7% | $3,332-37.6% |
| Admin fee / account holder | $12,447 | $3,709+235.6% | $5,134+142.5% | $4,645+167.9% |