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 | $36,590 | $51,175-28.5% | $70,515-48.1% | $75,163-51.3% |
| Participation rate | 85.4% | 60.9%+24.5pp | 68.3%+17.1pp | 67.2%+18.2pp |
| Annual return | 14.68% | 30.02%-15.3pp | 32.77%-18.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,603 | $2,849-43.7% | $4,567-64.9% | $4,125-61.1% |
| Admin fee / account holder | $4,930 | $4,091+20.5% | $6,412-23.1% | $5,651-12.7% |