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 9-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 | $88,243 | $73,933+19.4% | $96,683-8.7% | $75,163+17.4% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.4pp | 67.2%+4.7pp |
| Annual return | 24.15% | 26.70%-2.6pp | 35.69%-11.5pp | 160.62%-136.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,187 | $3,659+123.8% | $4,878+67.8% | $4,125+98.5% |
| Admin fee / account holder | $5,836 | $5,216+11.9% | $6,730-13.3% | $5,651+3.3% |