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 | $99,662 | $48,364+106.1% | $71,796+38.8% | $62,891+58.5% |
| Participation rate | 72.3% | 60.6%+11.7pp | 69.1%+3.2pp | 69.3%+3.0pp |
| Annual return | 6.68% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,150 | $2,091+2.8% | $2,794-23.1% | $3,203-32.9% |
| Admin fee / account holder | $3,149 | $3,771-16.5% | $4,815-34.6% | $4,296-26.7% |