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 | $50,113 | $83,477-40.0% | $125,175-60.0% | $72,985-31.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.5%+15.5pp |
| Annual return | 18.51% | 25.78%-7.3pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,065 | $3,585+13.4% | $4,937-17.7% | $3,607+12.7% |
| Admin fee / account holder | $9,683 | $5,517+75.5% | $9,702-0.2% | $5,124+89.0% |