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 7-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 | $80,184 | $72,177+11.1% | $115,037-30.3% | $59,632+34.5% |
| Participation rate | 80.5% | 72.6%+7.9pp | 81.4%-0.9pp | 68.7%+11.8pp |
| Annual return | 0.96% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,362 | $4,783-8.8% | $6,026-27.6% | $3,192+36.7% |
| Admin fee / account holder | $1,758 | $4,927-64.3% | $8,175-78.5% | $4,297-59.1% |