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 | $100,071 | $98,750+1.3% | $149,696-33.2% | $79,858+25.3% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 17.73% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,243 | $5,680-42.9% | $6,842-52.6% | $3,740-13.3% |
| Admin fee / account holder | $1,913 | $6,053-68.4% | $9,309-79.5% | $5,306-64.0% |