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 | $61,374 | $158,817-61.4% | $121,196-49.4% | $135,375-54.7% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.7%+22.4pp | 82.6%+11.5pp |
| Annual return | 6.88% | -0.64%+7.5pp | 16.93%-10.1pp | 519.73%-512.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,231 | $4,005+5.6% | $3,344+26.5% | $5,609-24.6% |
| Admin fee / account holder | $4,973 | $6,512-23.6% | $5,019-0.9% | $10,827-54.1% |