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 | $90,737 | $89,753+1.1% | $107,525-15.6% | $84,808+7.0% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 14.86% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $12,673 | $3,113+307.0% | $3,754+237.6% | $2,631+381.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,173 | $7,222-0.7% | $8,919-19.6% | $7,344-2.3% |