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 | $92,542 | $45,073+105.3% | $69,455+33.2% | $72,985+26.8% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 18.38% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,699 | $2,602+311.2% | $3,535+202.6% | $3,607+196.6% |
| Admin fee / account holder | $3,220 | $3,056+5.4% | $3,839-16.1% | $5,124-37.2% |