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 | $93,376 | $77,634+20.3% | $156,549-40.4% | $62,891+48.5% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 7.42% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,998 | $3,045+97.0% | $4,871+23.1% | $3,203+87.3% |
| Admin fee / account holder | $14,557 | $5,561+161.8% | $13,027+11.7% | $4,296+238.9% |