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 | $56,263 | $57,354-1.9% | $83,848-32.9% | $64,186-12.3% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,134 | $2,993+4.7% | $4,082-23.2% | $3,470-9.7% |
| Admin fee / account holder | $2,510 | $4,046-38.0% | $5,478-54.2% | $4,888-48.6% |