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 | $80,547 | $85,766-6.1% | $136,294-40.9% | $70,131+14.9% |
| Participation rate | 79.6% | 74.2%+5.4pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 29.71% | 31.45%-1.7pp | 5155.94%-5126.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,511 | $5,051+28.9% | $6,247+4.2% | $3,332+95.4% |
| Admin fee / account holder | $7,445 | $5,420+37.3% | $9,243-19.5% | $4,645+60.3% |