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 | $60,022+20.2% | $88,946-18.9% | $84,808-15.0% |
| Participation rate | 76.0% | 57.8%+18.2pp | 68.8%+7.2pp | 68.3%+7.7pp |
| Annual return | 16.84% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,739 | $3,114+84.3% | $4,581+25.3% | $4,212+36.3% |
| Admin fee / account holder | $7,892 | $4,811+64.0% | $8,261-4.5% | $7,344+7.5% |