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 | $113,561 | $100,041+13.5% | $149,718-24.1% | $70,131+61.9% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 18.33% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,722 | $4,983+155.3% | $6,569+93.7% | $3,332+281.9% |
| Admin fee / account holder | $2,195 | $8,286-73.5% | $11,283-80.5% | $4,645-52.7% |