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 | $54,940 | $817,678-93.3% | $392,568-86.0% | $152,861-64.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.4%+3.3pp |
| Annual return | 23.89% | 22.84%+1.0pp | 24.42%-0.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,842 | $8,398-18.5% | $5,985+14.3% | $5,850+17.0% |
| Admin fee / account holder | $597 | $12,095-95.1% | $6,260-90.5% | $11,596-94.9% |