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 | $87,030 | $91,190-4.6% | $178,490-51.2% | $79,858+9.0% |
| Participation rate | 82.3% | 69.2%+13.1pp | 81.9%+0.4pp | 69.6%+12.6pp |
| Annual return | 11.23% | 24.19%-13.0pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,486 | $3,236+7.7% | $5,202-33.0% | $3,740-6.8% |
| Admin fee / account holder | $15,258 | $6,751+126.0% | $13,984+9.1% | $5,306+187.5% |