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 | $79,569 | $71,883+10.7% | $86,677-8.2% | $68,494+16.2% |
| Participation rate | 89.3% | 72.2%+17.1pp | 76.6%+12.8pp | 67.9%+21.4pp |
| Annual return | 4.73% | 3.52%+1.2pp | 35.91%-31.2pp | -7.84%+12.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,495 | $3,779-34.0% | $4,656-46.4% | $4,027-38.0% |
| Admin fee / account holder | $3,251 | $6,112-46.8% | $7,493-56.6% | $5,403-39.8% |