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 | $76,737 | $85,766-10.5% | $136,294-43.7% | $70,131+9.4% |
| Participation rate | 83.9% | 74.2%+9.8pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 16.79% | 31.45%-14.7pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,102 | $5,051+1.0% | $6,247-18.3% | $3,332+53.1% |
| Admin fee / account holder | $3,586 | $5,420-33.8% | $9,243-61.2% | $4,645-22.8% |