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 | $75,865 | $78,422-3.3% | $95,952-20.9% | $79,858-5.0% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.5pp | 69.6%+8.0pp |
| Annual return | 17.62% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,394 | $3,440-30.4% | $4,167-42.5% | $3,740-36.0% |
| Admin fee / account holder | $13,579 | $5,622+141.5% | $6,795+99.8% | $5,306+155.9% |