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 | $59,372 | $76,552-22.4% | $123,892-52.1% | $62,891-5.6% |
| Participation rate | 71.7% | 73.0%-1.2pp | 81.4%-9.7pp | 69.3%+2.4pp |
| Annual return | 12.15% | 18.68%-6.5pp | 47.52%-35.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,384 | $4,840+93.9% | $5,984+56.8% | $3,203+193.0% |
| Admin fee / account holder | $1,373 | $4,826-71.5% | $8,357-83.6% | $4,296-68.0% |