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 | $17,984 | $70,756-74.6% | $65,493-72.5% | $142,382-87.4% |
| Participation rate | 72.2% | 77.4%-5.2pp | 73.1%-0.9pp | 80.1%-7.9pp |
| Annual return | 14.72% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,666 | $4,637-64.1% | $3,961-57.9% | $6,507-74.4% |
| Admin fee / account holder | $1,105 | $6,559-83.1% | $5,028-78.0% | $12,624-91.2% |