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 | $62,977 | $45,073+39.7% | $69,455-9.3% | $72,985-13.7% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 20.01% | 22.65%-2.6pp | 28.97%-9.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,983 | $2,602+14.7% | $3,535-15.6% | $3,607-17.3% |
| Admin fee / account holder | $929 | $3,056-69.6% | $3,839-75.8% | $5,124-81.9% |