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 | $66,792 | $53,822+24.1% | $75,696-11.8% | $85,850-22.2% |
| Participation rate | 90.3% | 69.1%+21.3pp | 74.8%+15.5pp | 69.3%+21.0pp |
| Annual return | 15.36% | 24.54%-9.2pp | 104.53%-89.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,664 | $2,895+130.2% | $3,821+74.4% | $3,952+68.6% |
| Admin fee / account holder | $5,242 | $3,343+56.8% | $3,619+44.8% | $6,260-16.3% |