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 | $117,004 | $99,341+17.8% | $84,750+38.1% | $273,961-57.3% |
| Participation rate | 79.2% | 80.7%-1.5pp | 76.6%+2.6pp | 83.0%-3.8pp |
| Annual return | 4.98% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,511 | $4,269-41.2% | $3,712-32.3% | $5,287-52.5% |
| Admin fee / account holder | $20,176 | $6,644+203.7% | $5,332+278.4% | $10,132+99.1% |