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 | $64,183 | $63,346+1.3% | $92,233-30.4% | $70,131-8.5% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 16.31% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,212 | $2,854+47.6% | $3,897+8.1% | $3,332+26.4% |
| Admin fee / account holder | $6,127 | $3,840+59.5% | $5,194+18.0% | $4,645+31.9% |