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 | $86,360 | $85,766+0.7% | $136,294-36.6% | $70,131+23.1% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 20.86% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,125 | $2,966-62.1% | $4,695-76.0% | $2,342-52.0% |
| Participant deferral / active EE | $3,036 | $5,051-39.9% | $6,247-51.4% | $3,332-8.9% |
| Admin fee / account holder | $24,135 | $5,420+345.3% | $9,243+161.1% | $4,645+419.5% |