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 | $89,862 | $130,194-31.0% | $169,993-47.1% | $71,457+25.8% |
| Participation rate | 92.7% | 86.1%+6.6pp | 87.0%+5.7pp | 67.9%+24.8pp |
| Annual return | 20.68% | 20.37%+0.3pp | 53.37%-32.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,886 | $6,923-15.0% | $10,408-43.4% | $4,289+37.2% |
| Admin fee / account holder | $8,059 | $966+734.6% | $12,815-37.1% | $1,587+407.7% |