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 | $5,653 | $54,705-89.7% | $71,209-92.1% | $84,808-93.3% |
| Participation rate | 93.5% | 64.1%+29.5pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 16.97% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,550 | $3,030-48.8% | $4,175-62.9% | $4,212-63.2% |
| Admin fee / account holder | $2,854 | $4,863-41.3% | $5,349-46.7% | $7,344-61.1% |