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 | $56,760 | $78,926-28.1% | $136,749-58.5% | $84,808-33.1% |
| Participation rate | 71.4% | 62.2%+9.3pp | 72.1%-0.7pp | 68.3%+3.1pp |
| Annual return | 13.64% | 18.17%-4.5pp | 24.33%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,709 | $3,168+17.1% | $4,692-21.0% | $4,212-11.9% |
| Admin fee / account holder | $9,922 | $6,369+55.8% | $11,386-12.9% | $7,344+35.1% |