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 | $74,240 | $87,013-14.7% | $106,213-30.1% | $80,856-8.2% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.3%+8.7pp | 67.6%+16.4pp |
| Annual return | 16.07% | 17.05%-1.0pp | 116.14%-100.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,564 | $3,986+14.5% | $5,016-9.0% | $4,296+6.2% |
| Admin fee / account holder | $115,375 | $8,431+1268.4% | $11,033+945.7% | $6,918+1567.8% |