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 | $62,894 | $232,540-73.0% | $185,117-66.0% | $147,584-57.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 7.16% | 43.03%-35.9pp | 40.50%-33.3pp | 578.55%-571.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,928 | $5,834-15.5% | $5,045-2.3% | $5,439-9.4% |
| Admin fee / account holder | $19,146 | $10,275+86.3% | $8,159+134.7% | $10,885+75.9% |