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 | $73,787+7.6% | $98,716-19.5% | $82,448-3.7% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.3%+21.9pp | 68.1%+23.1pp |
| Annual return | 14.50% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,430 | $3,081+76.2% | $4,048+34.2% | $4,139+31.2% |
| Admin fee / account holder | $16,640 | $6,500+156.0% | $8,703+91.2% | $7,234+130.0% |