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 | $10,300 | $46,553-77.9% | $64,056-83.9% | $75,163-86.3% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 14.09% | 26.03%-11.9pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,989 | $2,837-29.9% | $3,880-48.7% | $4,125-51.8% |
| Admin fee / account holder | $1,411 | $2,952-52.2% | $3,068-54.0% | $5,651-75.0% |