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 | $74,207 | $77,899-4.7% | $149,673-50.4% | $75,163-1.3% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+2.0pp | 67.2%+13.5pp |
| Annual return | 13.36% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,334 | $3,411-2.3% | $5,680-41.3% | $4,125-19.2% |
| Admin fee / account holder | $18,905 | $5,956+217.4% | $13,210+43.1% | $5,651+234.5% |