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 | $26,005 | $60,022-56.7% | $88,946-70.8% | $84,808-69.3% |
| Participation rate | 85.3% | 57.8%+27.5pp | 68.8%+16.5pp | 68.3%+17.0pp |
| Annual return | 20.18% | 22.43%-2.3pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,915 | $3,114-6.4% | $4,581-36.4% | $4,212-30.8% |
| Admin fee / account holder | $3,781 | $4,811-21.4% | $8,261-54.2% | $7,344-48.5% |