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 | $90,880 | $58,828+54.5% | $77,999+16.5% | $62,891+44.5% |
| Participation rate | 89.7% | 71.1%+18.7pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 7.69% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,220 | $2,686+57.1% | $3,497+20.7% | $3,203+31.7% |
| Admin fee / account holder | $1,138 | $4,393-74.1% | $5,480-79.2% | $4,296-73.5% |