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 | $221,692 | $78,422+182.7% | $95,952+131.0% | $79,858+177.6% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 13.45% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,049 | $3,440-11.4% | $4,167-26.8% | $3,740-18.5% |
| Admin fee / account holder | $1,658 | $5,622-70.5% | $6,795-75.6% | $5,306-68.7% |