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 | $58,580 | $71,050-17.6% | $93,606-37.4% | $80,856-27.6% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 10.76% | 11.26%-0.5pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,359 | $4,034+32.8% | $4,411+21.5% | $4,296+24.7% |
| Admin fee / account holder | $2,940 | $6,945-57.7% | $8,285-64.5% | $6,918-57.5% |