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 | $80,208 | $89,355-10.2% | $141,162-43.2% | $72,985+9.9% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.5%-6.5pp | 69.5%+6.4pp |
| Annual return | 22.36% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,371 | $5,418-37.8% | $6,709-49.8% | $3,607-6.5% |
| Admin fee / account holder | $4,365 | $5,958-26.7% | $10,261-57.5% | $5,124-14.8% |