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 | $130,539 | $100,041+30.5% | $149,718-12.8% | $70,131+86.1% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.1%-8.5pp | 69.5%+9.0pp |
| Annual return | 16.73% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,615 | $4,983+32.8% | $6,569+0.7% | $3,332+98.6% |
| Admin fee / account holder | $25,134 | $8,286+203.3% | $11,283+122.8% | $4,645+441.1% |