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 | $75,880 | $51,576+47.1% | $129,207-41.3% | $80,856-6.2% |
| Participation rate | 79.7% | 57.0%+22.7pp | 69.6%+10.0pp | 67.6%+12.0pp |
| Annual return | 11.33% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,761 | $2,669+228.3% | $4,168+110.2% | $4,296+104.0% |
| Admin fee / account holder | $7,534 | $4,305+75.0% | $7,715-2.3% | $6,918+8.9% |