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 | $79,430 | $74,927+6.0% | $101,794-22.0% | $84,808-6.3% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 14.50% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,430 | $3,099+75.2% | $4,084+33.0% | $4,212+28.9% |
| Admin fee / account holder | $16,640 | $6,514+155.5% | $8,777+89.6% | $7,344+126.6% |