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 | $74,216 | $85,766-13.5% | $136,294-45.5% | $70,131+5.8% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 17.91% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,457 | $5,051+107.0% | $6,247+67.4% | $3,332+213.8% |
| Admin fee / account holder | $2,301 | $5,420-57.6% | $9,243-75.1% | $4,645-50.5% |