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 | $75,968 | $83,477-9.0% | $125,175-39.3% | $72,985+4.1% |
| Participation rate | 70.3% | 73.3%-3.0pp | 79.8%-9.5pp | 69.5%+0.8pp |
| Annual return | 30.73% | 25.78%+5.0pp | 43.79%-13.1pp | 81.00%-50.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,673 | $3,585+2.4% | $4,937-25.6% | $3,607+1.8% |
| Admin fee / account holder | $27,486 | $5,517+398.2% | $9,702+183.3% | $5,124+436.4% |