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 | $109,448 | $78,422+39.6% | $95,952+14.1% | $79,858+37.1% |
| Participation rate | 72.3% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.7pp |
| Annual return | 10.98% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,662 | $3,440+6.5% | $4,167-12.1% | $3,740-2.1% |
| Admin fee / account holder | $4,032 | $5,622-28.3% | $6,795-40.7% | $5,306-24.0% |