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 | $61,452 | $58,512+5.0% | $84,015-26.9% | $72,985-15.8% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,646 | $2,394+52.3% | $3,239+12.6% | $3,607+1.1% |
| Admin fee / account holder | $9,664 | $4,569+111.5% | $6,101+58.4% | $5,124+88.6% |