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 | $34,122 | $57,016-40.2% | $84,966-59.8% | $80,856-57.8% |
| Participation rate | 74.1% | 56.3%+17.7pp | 67.5%+6.6pp | 67.6%+6.4pp |
| Annual return | 21.96% | 21.66%+0.3pp | 66.38%-44.4pp | 35.59%-13.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,194 | $3,110+2.7% | $4,519-29.3% | $4,296-25.7% |
| Admin fee / account holder | $10,862 | $4,980+118.1% | $6,149+76.7% | $6,918+57.0% |