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 | $66,631 | $58,828+13.3% | $77,999-14.6% | $62,891+5.9% |
| Participation rate | 84.2% | 71.1%+13.2pp | 75.5%+8.7pp | 69.3%+14.9pp |
| Annual return | 5.47% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,671 | $2,686-0.5% | $3,497-23.6% | $3,203-16.6% |
| Admin fee / account holder | $6,826 | $4,393+55.4% | $5,480+24.6% | $4,296+58.9% |