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 | $81,714 | $140,986-42.0% | $198,754-58.9% | $116,875-30.1% |
| Participation rate | 95.9% | 77.3%+18.6pp | 81.4%+14.4pp | 74.5%+21.3pp |
| Annual return | 14.95% | 18.14%-3.2pp | 4947.04%-4932.1pp | 16.29%-1.3pp |
| Employer contribution / active EE | $0 | $4,137-100.0% | $4,008-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $6,127 | $3,620+69.3% | $4,138+48.0% | $3,885+57.7% |
| Admin fee / account holder | $7,999 | $11,748-31.9% | $12,082-33.8% | $12,263-34.8% |