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 | $27,367 | $56,053-51.2% | $75,972-64.0% | $80,856-66.2% |
| Participation rate | 85.0% | 62.0%+23.0pp | 69.1%+15.9pp | 67.6%+17.4pp |
| Annual return | 12.45% | 20.53%-8.1pp | 359.55%-347.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,967 | $3,052-2.8% | $4,255-30.3% | $4,296-30.9% |
| Admin fee / account holder | $2,903 | $5,234-44.5% | $6,467-55.1% | $6,918-58.0% |