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 | $99,820 | $98,750+1.1% | $149,696-33.3% | $79,858+25.0% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.8pp |
| Annual return | 20.87% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,284 | $5,680+28.2% | $6,842+6.5% | $3,740+94.7% |
| Admin fee / account holder | $6,943 | $6,053+14.7% | $9,309-25.4% | $5,306+30.9% |