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 | $52,537 | $81,208-35.3% | $98,907-46.9% | $79,858-34.2% |
| Participation rate | 86.1% | 72.5%+13.6pp | 76.0%+10.1pp | 69.6%+16.5pp |
| Annual return | 13.18% | 60.99%-47.8pp | 196.43%-183.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,379 | $3,265-27.1% | $4,244-43.9% | $3,740-36.4% |
| Admin fee / account holder | $1,308 | $6,013-78.2% | $6,642-80.3% | $5,306-75.3% |