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 | $47,902 | $91,190-47.5% | $178,490-73.2% | $79,858-40.0% |
| Participation rate | 72.1% | 69.2%+2.9pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 12.62% | 24.19%-11.6pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,487 | $3,236+7.7% | $5,202-33.0% | $3,740-6.8% |
| Admin fee / account holder | $3,267 | $6,751-51.6% | $13,984-76.6% | $5,306-38.4% |