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 | $94,618 | $101,724-7.0% | $164,813-42.6% | $80,856+17.0% |
| Participation rate | 83.9% | 71.8%+12.0pp | 78.6%+5.3pp | 67.6%+16.2pp |
| Annual return | 11.55% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,463 | $4,477-45.0% | $6,031-59.2% | $4,296-42.7% |
| Admin fee / account holder | $1,949 | $8,227-76.3% | $12,690-84.6% | $6,918-71.8% |