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 | $49,144 | $110,261-55.4% | $95,745-48.7% | $139,434-64.8% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 18.97% | 27.11%-8.1pp | 28.35%-9.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,798 | $4,676-18.8% | $4,245-10.5% | $6,710-43.4% |
| Admin fee / account holder | $4,662 | $6,613-29.5% | $5,678-17.9% | $11,403-59.1% |