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 | $74,239 | $92,985-20.2% | $153,485-51.6% | $80,856-8.2% |
| Participation rate | 83.9% | 69.0%+14.9pp | 77.1%+6.8pp | 67.6%+16.2pp |
| Annual return | 12.34% | 19.95%-7.6pp | 15.65%-3.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,534 | $5,178-12.4% | $6,757-32.9% | $4,296+5.6% |
| Admin fee / account holder | $3,361 | $8,880-62.2% | $12,724-73.6% | $6,918-51.4% |