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 | $83,991 | $105,859-20.7% | $90,160-6.8% | $147,584-43.1% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 13.92% | 37.63%-23.7pp | 34.88%-21.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,322 | $5,733-59.5% | $5,288-56.1% | $5,439-57.3% |
| Admin fee / account holder | $1,993 | $8,046-75.2% | $5,943-66.5% | $10,885-81.7% |