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 | $50,355 | $57,354-12.2% | $83,848-39.9% | $64,186-21.5% |
| Participation rate | 73.7% | 68.6%+5.1pp | 76.1%-2.5pp | 69.6%+4.1pp |
| Annual return | 8.48% | 11.38%-2.9pp | 850.88%-842.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,206 | $2,993-26.3% | $4,082-46.0% | $3,470-36.4% |
| Admin fee / account holder | $11,180 | $4,046+176.3% | $5,478+104.1% | $4,888+128.7% |