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 | $65,908 | $46,553+41.6% | $64,056+2.9% | $75,163-12.3% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 15.74% | 26.03%-10.3pp | 33.69%-17.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,669 | $2,837+99.9% | $3,880+46.1% | $4,125+37.4% |
| Admin fee / account holder | $1,178 | $2,952-60.1% | $3,068-61.6% | $5,651-79.1% |