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 | $98,928 | $95,803+3.3% | $113,168-12.6% | $84,808+16.7% |
| Participation rate | 87.7% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 14.75% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,875 | $4,242-32.2% | $5,107-43.7% | $4,212-31.7% |
| Admin fee / account holder | $6,414 | $8,989-28.6% | $12,068-46.9% | $7,344-12.7% |