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 | $84,371 | $104,699-19.4% | $129,995-35.1% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | 10.59% | 12.02%-1.4pp | -137.18%+147.8pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,320-100.0% | - |
| Participant deferral / active EE | $8,295 | $4,216+96.7% | $5,820+42.5% | - |
| Admin fee / account holder | $2,831 | $5,899-52.0% | $10,614-73.3% | - |