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 | $126,872 | $85,766+47.9% | $136,294-6.9% | $70,131+80.9% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 17.66% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,918 | $5,051+37.0% | $6,247+10.7% | $3,332+107.6% |
| Admin fee / account holder | $2,772 | $5,420-48.9% | $9,243-70.0% | $4,645-40.3% |