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 | $65,785 | $87,013-24.4% | $106,213-38.1% | $80,856-18.6% |
| Participation rate | 88.8% | 70.4%+18.3pp | 75.3%+13.5pp | 67.6%+21.1pp |
| Annual return | 13.45% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,367 | $3,986+34.7% | $5,016+7.0% | $4,296+24.9% |
| Admin fee / account holder | $19,128 | $8,431+126.9% | $11,033+73.4% | $6,918+176.5% |