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 | $74,923 | $65,041+15.2% | $90,951-17.6% | $79,858-6.2% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 18.53% | 30.45%-11.9pp | 134.60%-116.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,878 | $2,512+94.2% | $3,373+44.6% | $3,740+30.4% |
| Admin fee / account holder | $7,859 | $4,536+73.3% | $5,959+31.9% | $5,306+48.1% |