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 | $86,572 | $104,664-17.3% | $85,682+1.0% | $167,490-48.3% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.8pp |
| Annual return | 24.94% | 21.45%+3.5pp | 21.49%+3.5pp | 478.56%-453.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,632 | $4,824-24.7% | $3,923-7.4% | $6,341-42.7% |
| Admin fee / account holder | $7,227 | $10,032-28.0% | $6,873+5.2% | $12,309-41.3% |