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 | $53,861 | $63,861-15.7% | $104,607-48.5% | $79,858-32.6% |
| Participation rate | 82.5% | 64.9%+17.6pp | 74.1%+8.4pp | 69.6%+12.9pp |
| Annual return | 14.15% | 21.30%-7.1pp | 340.46%-326.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,433 | $2,693-9.7% | $3,740-34.9% | $3,740-34.9% |
| Admin fee / account holder | $4,165 | $4,185-0.5% | $6,473-35.7% | $5,306-21.5% |