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 | $122,688 | $70,428+74.2% | $96,562+27.1% | $85,850+42.9% |
| Participation rate | 70.0% | 61.8%+8.2pp | 69.8%+0.2pp | 69.3%+0.7pp |
| Annual return | 11.42% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,653 | $2,894-8.3% | $3,849-31.1% | $3,952-32.9% |
| Admin fee / account holder | $1,605 | $4,997-67.9% | $6,181-74.0% | $6,260-74.4% |