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 | $70,594 | $78,705-10.3% | $117,854-40.1% | $70,131+0.7% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.5pp | 69.5%+3.6pp |
| Annual return | 14.32% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,778 | $3,297+44.9% | $4,482+6.6% | $3,332+43.4% |
| Admin fee / account holder | $17,483 | $5,065+245.1% | $8,020+118.0% | $4,645+276.4% |