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 | $75,046 | $81,208-7.6% | $98,907-24.1% | $79,858-6.0% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.7pp | 69.6%+4.7pp |
| Annual return | 16.22% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,946 | $3,265+82.1% | $4,244+40.1% | $3,740+59.0% |
| Admin fee / account holder | $9,412 | $6,013+56.5% | $6,642+41.7% | $5,306+77.4% |