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 | $83,640 | $80,673+3.7% | $101,326-17.5% | $84,808-1.4% |
| Participation rate | 95.9% | 77.8%+18.1pp | 81.5%+14.4pp | 68.3%+27.6pp |
| Annual return | 22.46% | 38.95%-16.5pp | 36.82%-14.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,131 | $6,840+92.0% | $7,994+64.3% | $4,212+211.8% |
| Admin fee / account holder | $23,723 | $12,784+85.6% | $11,185+112.1% | $7,344+223.0% |