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 | $66,070 | $113,339-41.7% | $94,993-30.4% | $147,584-55.2% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 14.67% | 20.77%-6.1pp | 27.12%-12.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,699 | $3,777-28.5% | $3,317-18.6% | $5,439-50.4% |
| Admin fee / account holder | $3,363 | $6,063-44.5% | $4,960-32.2% | $10,885-69.1% |