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 | $46,180 | $46,553-0.8% | $64,056-27.9% | $75,163-38.6% |
| Participation rate | 84.0% | 65.9%+18.1pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 16.72% | 26.03%-9.3pp | 33.69%-17.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,726 | $2,837+101.9% | $3,880+47.6% | $4,125+38.8% |
| Admin fee / account holder | $3,473 | $2,952+17.7% | $3,068+13.2% | $5,651-38.5% |