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 | $94,240 | $109,881-14.2% | $150,045-37.2% | $84,808+11.1% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 15.36% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,012 | $6,636+20.7% | $7,997+0.2% | $4,212+90.2% |
| Admin fee / account holder | $3,131 | $8,568-63.5% | $13,435-76.7% | $7,344-57.4% |