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 | $83,784 | $71,050+17.9% | $93,606-10.5% | $80,856+3.6% |
| Participation rate | 74.0% | 60.4%+13.6pp | 68.7%+5.3pp | 67.6%+6.4pp |
| Annual return | 14.50% | 11.26%+3.2pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,647 | $4,034+64.8% | $4,411+50.7% | $4,296+54.7% |
| Admin fee / account holder | $6,284 | $6,945-9.5% | $8,285-24.2% | $6,918-9.2% |