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 | $43,053 | $67,411-36.1% | $91,001-52.7% | $70,131-38.6% |
| Participation rate | 93.8% | 71.4%+22.4pp | 75.6%+18.1pp | 69.5%+24.2pp |
| Annual return | 27.39% | -40.16%+67.6pp | 4.60%+22.8pp | 73.14%-45.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,198 | $2,823-22.1% | $3,547-38.0% | $3,332-34.0% |
| Admin fee / account holder | $38,629 | $4,236+811.9% | $5,417+613.1% | $4,645+731.6% |