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 | $70,622 | $81,208-13.0% | $98,907-28.6% | $79,858-11.6% |
| Participation rate | 82.4% | 72.5%+9.8pp | 76.0%+6.3pp | 69.6%+12.7pp |
| Annual return | 15.51% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,169 | $3,265+395.2% | $4,244+281.0% | $3,740+332.3% |
| Admin fee / account holder | $11,635 | $6,013+93.5% | $6,642+75.2% | $5,306+119.3% |