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 | $66,525 | $74,927-11.2% | $101,794-34.6% | $84,808-21.6% |
| Participation rate | 85.5% | 61.4%+24.1pp | 69.2%+16.3pp | 68.3%+17.2pp |
| Annual return | 130.16% | 18.70%+111.5pp | 30.53%+99.6pp | 40.90%+89.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,347 | $3,099-24.3% | $4,084-42.5% | $4,212-44.3% |
| Admin fee / account holder | $14,480 | $6,514+122.3% | $8,777+65.0% | $7,344+97.2% |