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 | $56,175 | $76,552-26.6% | $123,892-54.7% | $62,891-10.7% |
| Participation rate | 72.5% | 73.0%-0.5pp | 81.4%-8.9pp | 69.3%+3.2pp |
| Annual return | 37.25% | 18.68%+18.6pp | 47.52%-10.3pp | 20.14%+17.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,643 | $4,840+16.6% | $5,984-5.7% | $3,203+76.2% |
| Admin fee / account holder | $9,577 | $4,826+98.5% | $8,357+14.6% | $4,296+123.0% |