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 | $54,607 | $78,926-30.8% | $136,749-60.1% | $84,808-35.6% |
| Participation rate | 93.9% | 62.2%+31.8pp | 72.1%+21.8pp | 68.3%+25.6pp |
| Annual return | 13.86% | 18.17%-4.3pp | 24.33%-10.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,320 | $3,168+67.9% | $4,692+13.4% | $4,212+26.3% |
| Admin fee / account holder | $5,259 | $6,369-17.4% | $11,386-53.8% | $7,344-28.4% |