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 | $76,254 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 18.53% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,778 | $6,636+77.5% | $7,997+47.3% | $4,212+179.7% |
| Admin fee / account holder | $35,755 | $8,568+317.3% | $13,435+166.1% | $7,344+386.9% |