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 | $94,641 | $109,881-13.9% | $150,045-36.9% | $84,808+11.6% |
| Participation rate | 70.2% | 76.1%-5.9pp | 82.3%-12.1pp | 68.3%+1.9pp |
| Annual return | 15.55% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,383 | $6,636+26.3% | $7,997+4.8% | $4,212+99.1% |
| Admin fee / account holder | $14,798 | $8,568+72.7% | $13,435+10.1% | $7,344+101.5% |