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 9-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 | $67,185 | $99,032-32.2% | $80,019-16.0% | $135,375-50.4% |
| Participation rate | 85.0% | 78.4%+6.6pp | 75.8%+9.2pp | 82.6%+2.4pp |
| Annual return | 6.15% | 15.39%-9.2pp | 11.22%-5.1pp | 519.73%-513.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,850 | $4,282-56.8% | $3,686-49.8% | $5,609-67.0% |
| Admin fee / account holder | $7,192 | $10,436-31.1% | $6,521+10.3% | $10,827-33.6% |