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 | $55,785 | $81,460-31.5% | $103,333-46.0% | $80,856-31.0% |
| Participation rate | 89.2% | 66.8%+22.3pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 19.37% | 25.55%-6.2pp | 24.88%-5.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,039 | $3,869-21.5% | $5,057-39.9% | $4,296-29.3% |
| Admin fee / account holder | $10,128 | $6,566+54.2% | $8,355+21.2% | $6,918+46.4% |