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 | $60,496 | $76,552-21.0% | $123,892-51.2% | $62,891-3.8% |
| Participation rate | 74.5% | 73.0%+1.5pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 6.12% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,237 | $4,840-33.1% | $5,984-45.9% | $3,203+1.1% |
| Admin fee / account holder | $2,525 | $4,826-47.7% | $8,357-69.8% | $4,296-41.2% |