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 | $54,914 | $49,227+11.6% | $70,449-22.1% | $79,858-31.2% |
| Participation rate | 90.9% | 69.2%+21.7pp | 75.1%+15.9pp | 69.6%+21.3pp |
| Annual return | 13.00% | 30.06%-17.1pp | 109.03%-96.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,958 | $2,768+115.3% | $3,709+60.7% | $3,740+59.3% |
| Admin fee / account holder | $4,941 | $2,878+71.7% | $3,845+28.5% | $5,306-6.9% |