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 3-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 | $95,092 | $109,881-13.5% | $150,045-36.6% | $84,808+12.1% |
| Participation rate | 79.0% | 76.1%+2.9pp | 82.3%-3.3pp | 68.3%+10.7pp |
| Annual return | 18.73% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,504 | $6,636+118.6% | $7,997+81.4% | $4,212+244.4% |
| Admin fee / account holder | $1,036 | $8,568-87.9% | $13,435-92.3% | $7,344-85.9% |