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 | $23,401 | $65,365-64.2% | $92,893-74.8% | $72,985-67.9% |
| Participation rate | 93.0% | 68.3%+24.7pp | 76.0%+17.0pp | 69.5%+23.5pp |
| Annual return | 22.52% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,182 | $3,128+33.7% | $4,236-1.3% | $3,607+15.9% |
| Admin fee / account holder | $1,162 | $4,251-72.7% | $5,794-79.9% | $5,124-77.3% |