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 | $74,884 | $66,098+13.3% | $101,794-26.4% | $74,304+0.8% |
| Participation rate | 92.9% | 53.8%+39.1pp | 69.2%+23.7pp | 60.3%+32.5pp |
| Annual return | 16.16% | 19.59%-3.4pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,397 | $2,781+130.0% | $4,084+56.6% | $3,767+69.8% |
| Admin fee / account holder | $8,161 | $4,146+96.9% | $8,777-7.0% | $2,969+174.9% |