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 | $63,560 | $91,190-30.3% | $178,490-64.4% | $79,858-20.4% |
| Participation rate | 76.2% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,984 | $3,236+115.8% | $5,202+34.3% | $3,740+86.7% |
| Admin fee / account holder | $9,508 | $6,751+40.8% | $13,984-32.0% | $5,306+79.2% |