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 | $41,067 | $58,523-29.8% | $99,443-58.7% | $72,985-43.7% |
| Participation rate | 81.1% | 64.6%+16.5pp | 73.8%+7.2pp | 69.5%+11.6pp |
| Annual return | 18.60% | 28.51%-9.9pp | 30.72%-12.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,521 | $2,606-3.3% | $3,619-30.3% | $3,607-30.1% |
| Admin fee / account holder | $15,597 | $4,102+280.2% | $6,250+149.5% | $5,124+204.4% |