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 | $68,350 | $79,944-14.5% | $98,439-30.6% | $75,163-9.1% |
| Participation rate | 88.5% | 70.4%+18.2pp | 75.2%+13.4pp | 67.2%+21.3pp |
| Annual return | 15.95% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,963 | $3,752+32.3% | $4,738+4.8% | $4,125+20.3% |
| Admin fee / account holder | $2,554 | $6,840-62.7% | $8,948-71.5% | $5,651-54.8% |