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 | $77,976 | $91,552-14.8% | $133,956-41.8% | $79,858-2.4% |
| Participation rate | 71.8% | 73.3%-1.6pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 12.02% | 61.85%-49.8pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,428 | $2,384-40.1% | $3,919-63.6% | $2,471-42.2% |
| Participant deferral / active EE | $3,659 | $3,733-2.0% | $5,048-27.5% | $3,740-2.2% |
| Admin fee / account holder | $23,570 | $6,321+272.9% | $8,927+164.0% | $5,306+344.2% |