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 | $96,516 | $105,181-8.2% | $159,436-39.5% | $85,850+12.4% |
| Participation rate | 72.4% | 75.8%-3.3pp | 82.8%-10.4pp | 69.3%+3.1pp |
| Annual return | 15.00% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,657 | $5,945+12.0% | $7,352-9.5% | $3,952+68.5% |
| Admin fee / account holder | $959 | $6,933-86.2% | $10,799-91.1% | $6,260-84.7% |