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 | $67,237 | $91,407-26.4% | $135,903-50.5% | $71,457-5.9% |
| Participation rate | 89.4% | 75.7%+13.8pp | 81.9%+7.5pp | 67.9%+21.5pp |
| Annual return | 19.62% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,177 | $7,092+1.2% | $7,758-7.5% | $4,289+67.4% |
| Admin fee / account holder | $3,972 | $1,266+213.8% | $10,762-63.1% | $1,587+150.2% |