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 | $89,590 | $78,485+14.1% | $106,213-15.7% | $74,495+20.3% |
| Participation rate | 70.8% | 72.8%-2.0pp | 75.3%-4.4pp | 67.2%+3.6pp |
| Annual return | 11.26% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,201 | $2,523-12.8% | $3,171-30.6% | $2,623-16.1% |
| Participant deferral / active EE | $4,215 | $4,322-2.5% | $5,016-16.0% | $4,346-3.0% |
| Admin fee / account holder | $4,826 | $2,232+116.2% | $11,033-56.3% | $1,942+148.5% |