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 | $86,461 | $62,573+38.2% | $85,682+0.9% | $85,850+0.7% |
| Participation rate | 95.7% | 61.1%+34.5pp | 69.9%+25.8pp | 69.3%+26.3pp |
| Annual return | 11.94% | 23.77%-11.8pp | 21.49%-9.5pp | 318.53%-306.6pp |
| Employer contribution / active EE | $314 | $1,757-82.1% | $2,618-88.0% | $2,565-87.8% |
| Participant deferral / active EE | $5,713 | $2,802+103.9% | $3,923+45.6% | $3,952+44.6% |
| Admin fee / account holder | $24,319 | $4,640+424.1% | $6,873+253.8% | $6,260+288.5% |