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 | $63,752 | $56,277+13.3% | $80,975-21.3% | $62,891+1.4% |
| Participation rate | 87.1% | 69.0%+18.1pp | 75.8%+11.3pp | 69.3%+17.8pp |
| Annual return | 5.93% | 22.12%-16.2pp | 17.10%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,254 | $4,195+49.1% | $5,696+9.8% | $3,203+95.2% |
| Admin fee / account holder | $21,254 | $3,741+468.2% | $5,516+285.3% | $4,296+394.8% |