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 8-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 | $24,980 | $89,753-72.2% | $107,525-76.8% | $84,808-70.5% |
| Participation rate | 84.2% | 68.1%+16.1pp | 75.1%+9.1pp | 68.3%+15.9pp |
| Annual return | 17.91% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,086 | $4,056+0.7% | $5,116-20.1% | $4,212-3.0% |
| Admin fee / account holder | $653 | $7,222-91.0% | $8,919-92.7% | $7,344-91.1% |