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 | $79,950 | $51,576+55.0% | $129,207-38.1% | $80,856-1.1% |
| Participation rate | 92.0% | 57.0%+35.0pp | 69.6%+22.3pp | 67.6%+24.3pp |
| Annual return | 12.33% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,578 | $2,669+221.4% | $4,168+105.8% | $4,296+99.7% |
| Admin fee / account holder | $3,123 | $4,305-27.5% | $7,715-59.5% | $6,918-54.9% |