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 | $49,873 | $49,227+1.3% | $70,449-29.2% | $79,858-37.5% |
| Participation rate | 93.1% | 69.2%+23.9pp | 75.1%+18.0pp | 69.6%+23.5pp |
| Annual return | 13.55% | 30.06%-16.5pp | 109.03%-95.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,209 | $2,768-56.3% | $3,709-67.4% | $3,740-67.7% |
| Admin fee / account holder | $1,160 | $2,878-59.7% | $3,845-69.8% | $5,306-78.1% |