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 | $6,754 | $56,053-88.0% | $75,972-91.1% | $80,856-91.6% |
| Participation rate | 93.1% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 14.90% | 20.53%-5.6pp | 359.55%-344.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,604 | $3,052-47.4% | $4,255-62.3% | $4,296-62.7% |
| Admin fee / account holder | $3,457 | $5,234-33.9% | $6,467-46.5% | $6,918-50.0% |