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 | $64,861 | $45,035+44.0% | $62,995+3.0% | $70,131-7.5% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 31.07% | 18.76%+12.3pp | 87.57%-56.5pp | 73.14%-42.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,185 | $2,465+313.3% | $3,329+205.9% | $3,332+205.7% |
| Admin fee / account holder | $3,029 | $2,834+6.9% | $3,600-15.8% | $4,645-34.8% |