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 | $72,119 | $57,590+25.2% | $86,233-16.4% | $82,448-12.5% |
| Participation rate | 76.0% | 57.9%+18.1pp | 69.0%+7.0pp | 68.1%+7.9pp |
| Annual return | 16.84% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,739 | $3,080+86.3% | $4,559+25.9% | $4,139+38.6% |
| Admin fee / account holder | $7,892 | $4,730+66.8% | $8,342-5.4% | $7,234+9.1% |