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 | $72,493 | $72,404+0.1% | $110,238-34.2% | $64,186+12.9% |
| Participation rate | 79.7% | 73.3%+6.4pp | 79.8%-0.1pp | 69.6%+10.2pp |
| Annual return | 8.62% | -6.29%+14.9pp | 314.74%-306.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,602 | $3,469+32.7% | $4,672-1.5% | $3,470+32.6% |
| Admin fee / account holder | $8,020 | $5,664+41.6% | $8,547-6.2% | $4,888+64.1% |