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 | $113,652 | $138,347-17.9% | $184,203-38.3% | $80,856+40.6% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 14.22% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,330 | $7,071+32.0% | $9,131+2.2% | $4,296+117.2% |
| Admin fee / account holder | $1,221 | $10,483-88.4% | $13,901-91.2% | $6,918-82.3% |