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 | $33,943 | $60,892-44.3% | $82,389-58.8% | $84,808-60.0% |
| Participation rate | 81.6% | 63.3%+18.3pp | 69.5%+12.0pp | 68.3%+13.3pp |
| Annual return | 14.73% | 37.29%-22.6pp | 28.67%-13.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,739 | $3,179+17.6% | $4,155-10.0% | $4,212-11.2% |
| Admin fee / account holder | $2,993 | $5,467-45.3% | $7,231-58.6% | $7,344-59.2% |