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 | $26,561 | $83,337-68.1% | $67,834-60.8% | $273,961-90.3% |
| Participation rate | 92.9% | 76.4%+16.4pp | 68.8%+24.1pp | 83.0%+9.8pp |
| Annual return | 5.48% | 259.45%-254.0pp | 138.47%-133.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,063 | $4,088-25.1% | $3,160-3.1% | $5,287-42.1% |
| Admin fee / account holder | $1,644 | $6,752-75.6% | $4,622-64.4% | $10,132-83.8% |