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 | $23,290 | $58,208-60.0% | $81,812-71.5% | $80,856-71.2% |
| Participation rate | 96.5% | 63.4%+33.1pp | 72.3%+24.1pp | 67.6%+28.9pp |
| Annual return | 13.40% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,462 | $3,281+5.5% | $4,319-19.8% | $4,296-19.4% |
| Admin fee / account holder | $1,584 | $4,981-68.2% | $7,386-78.6% | $6,918-77.1% |