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 | $76,347 | $58,828+29.8% | $77,999-2.1% | $62,891+21.4% |
| Participation rate | 70.4% | 71.1%-0.7pp | 75.5%-5.2pp | 69.3%+1.1pp |
| Annual return | 5.89% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,588 | $2,686-3.6% | $3,497-26.0% | $3,203-19.2% |
| Admin fee / account holder | $1,739 | $4,393-60.4% | $5,480-68.3% | $4,296-59.5% |