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 | $129,992 | $111,754+16.3% | $103,333+25.8% | $145,922-10.9% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,746 | $4,212-58.6% | $3,868-54.9% | $4,660-62.5% |
| Participant deferral / active EE | $4,273 | $5,619-23.9% | $5,057-15.5% | $6,688-36.1% |
| Admin fee / account holder | $50,113 | $9,750+414.0% | $8,355+499.8% | $13,397+274.1% |