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 | $39,665 | $62,573-36.6% | $85,682-53.7% | $85,850-53.8% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.9%+14.6pp | 69.3%+15.1pp |
| Annual return | 17.38% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,875 | $2,802+38.3% | $3,923-1.2% | $3,952-1.9% |
| Admin fee / account holder | $3,691 | $4,640-20.4% | $6,873-46.3% | $6,260-41.0% |