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 | $56,241 | $67,411-16.6% | $91,001-38.2% | $70,131-19.8% |
| Participation rate | 75.7% | 71.4%+4.3pp | 75.6%+0.1pp | 69.5%+6.1pp |
| Annual return | 12.64% | -40.16%+52.8pp | 4.60%+8.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,204 | $2,823-21.9% | $3,547-37.9% | $3,332-33.8% |
| Admin fee / account holder | $2,065 | $4,236-51.3% | $5,417-61.9% | $4,645-55.5% |