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 | $55,240 | $48,364+14.2% | $71,796-23.1% | $62,891-12.2% |
| Participation rate | 73.5% | 60.6%+12.9pp | 69.1%+4.4pp | 69.3%+4.2pp |
| Annual return | 6.13% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,684 | $2,091-19.5% | $2,794-39.8% | $3,203-47.4% |
| Admin fee / account holder | $637 | $3,771-83.1% | $4,815-86.8% | $4,296-85.2% |