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 | $87,205 | $78,672+10.8% | $109,143-20.1% | $85,850+1.6% |
| Participation rate | 70.6% | 68.3%+2.3pp | 75.9%-5.3pp | 69.3%+1.3pp |
| Annual return | 12.44% | 25.09%-12.7pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,455 | $3,467+57.3% | $4,653+17.2% | $3,952+38.0% |
| Admin fee / account holder | $2,113 | $5,469-61.4% | $6,752-68.7% | $6,260-66.2% |