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 | $67,095 | $78,422-14.4% | $95,952-30.1% | $79,858-16.0% |
| Participation rate | 88.3% | 73.5%+14.8pp | 77.1%+11.3pp | 69.6%+18.7pp |
| Annual return | 18.60% | 19.37%-0.8pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,778 | $3,440+38.9% | $4,167+14.7% | $3,740+27.8% |
| Admin fee / account holder | $1,492 | $5,622-73.5% | $6,795-78.1% | $5,306-71.9% |