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 | $54,341 | $72,492-25.0% | $87,100-37.6% | $72,985-25.5% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 17.51% | 24.46%-6.9pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,279 | $3,270-30.3% | $4,049-43.7% | $3,607-36.8% |
| Admin fee / account holder | $1,217 | $5,055-75.9% | $7,497-83.8% | $5,124-76.2% |