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 | $60,580 | $52,681+15.0% | $75,781-20.1% | $59,632+1.6% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.8%+13.1pp | 68.7%+20.2pp |
| Annual return | -1.70% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,198 | $2,591+100.6% | $3,651+42.3% | $3,192+62.9% |
| Admin fee / account holder | $12,614 | $3,610+249.4% | $5,299+138.0% | $4,297+193.6% |