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 | $92,787 | $102,317-9.3% | $146,958-36.9% | $80,856+14.8% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 12.25% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,989 | $3,713-46.4% | $4,933-59.7% | $2,755-27.8% |
| Participant deferral / active EE | $3,118 | $6,644-53.1% | $8,070-61.4% | $4,296-27.4% |
| Admin fee / account holder | $31,975 | $7,941+302.6% | $12,998+146.0% | $6,918+362.2% |