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 5-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 | $34,075 | $69,518-51.0% | $59,878-43.1% | $135,375-74.8% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.7%+11.7pp | 82.6%+3.7pp |
| Annual return | 11.13% | 7.94%+3.2pp | 3.46%+7.7pp | 519.73%-508.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,192 | $4,206-47.9% | $3,402-35.6% | $5,609-60.9% |
| Admin fee / account holder | $5,775 | $5,734+0.7% | $3,590+60.9% | $10,827-46.7% |