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 | $51,359 | $76,367-32.7% | $93,606-45.1% | $72,985-29.6% |
| Participation rate | 84.4% | 71.7%+12.6pp | 75.8%+8.5pp | 69.5%+14.9pp |
| Annual return | 19.73% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,324 | $3,538+22.2% | $4,069+6.3% | $3,607+19.9% |
| Admin fee / account holder | $13,152 | $6,838+92.3% | $7,888+66.7% | $5,124+156.7% |