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 9-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 | $56,973 | $123,793-54.0% | $177,821-68.0% | $79,858-28.7% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.4pp | 69.6%+0.7pp |
| Annual return | 19.18% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,462 | $5,956-25.1% | $7,714-42.2% | $3,740+19.3% |
| Admin fee / account holder | $8,413 | $7,243+16.2% | $12,427-32.3% | $5,306+58.6% |