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 | $95,824 | $76,407+25.4% | $150,298-36.2% | $82,448+16.2% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 14.97% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,922 | $3,214+177.6% | $5,453+63.6% | $4,139+115.5% |
| Admin fee / account holder | $460 | $6,352-92.8% | $14,116-96.7% | $7,234-93.6% |