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 | $62,494 | $78,422-20.3% | $95,952-34.9% | $79,858-21.7% |
| Participation rate | 70.5% | 73.5%-3.0pp | 77.1%-6.6pp | 69.6%+0.8pp |
| Annual return | 12.57% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,748 | $3,440-20.1% | $4,167-34.0% | $3,740-26.5% |
| Admin fee / account holder | $7,234 | $5,622+28.7% | $6,795+6.5% | $5,306+36.3% |