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 | $51,740 | $74,927-30.9% | $101,794-49.2% | $84,808-39.0% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.2%+20.0pp | 68.3%+20.9pp |
| Annual return | 13.95% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,561 | $3,099+47.2% | $4,084+11.7% | $4,212+8.3% |
| Admin fee / account holder | $9,279 | $6,514+42.4% | $8,777+5.7% | $7,344+26.3% |