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 | $74,112 | $88,083-15.9% | $164,813-55.0% | $74,495-0.5% |
| Participation rate | 74.2% | 73.0%+1.2pp | 78.6%-4.4pp | 67.2%+7.0pp |
| Annual return | 14.47% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,705 | $4,498-39.9% | $6,031-55.2% | $4,346-37.8% |
| Admin fee / account holder | $3,314 | $2,234+48.4% | $12,690-73.9% | $1,942+70.7% |