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 | $40,626 | $54,541-25.5% | $78,778-48.4% | $70,131-42.1% |
| Participation rate | 70.7% | 60.8%+9.9pp | 69.2%+1.5pp | 69.5%+1.2pp |
| Annual return | 13.50% | 21.07%-7.6pp | 35.62%-22.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,707 | $2,210-22.8% | $2,958-42.3% | $3,332-48.8% |
| Admin fee / account holder | $4,026 | $3,709+8.6% | $5,134-21.6% | $4,645-13.3% |