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 | $87,233 | $98,750-11.7% | $149,696-41.7% | $79,858+9.2% |
| Participation rate | 82.3% | 75.8%+6.5pp | 82.5%-0.2pp | 69.6%+12.6pp |
| Annual return | 12.82% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $18,860 | $5,680+232.0% | $6,842+175.7% | $3,740+404.3% |
| Admin fee / account holder | $10,563 | $6,053+74.5% | $9,309+13.5% | $5,306+99.1% |