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 | $116,711 | $65,409+78.4% | $98,442+18.6% | $85,850+35.9% |
| Participation rate | 78.0% | 65.0%+13.1pp | 73.3%+4.7pp | 69.3%+8.7pp |
| Annual return | 13.37% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,614 | $3,166+298.4% | $4,276+195.0% | $3,952+219.2% |
| Admin fee / account holder | $4,596 | $4,593+0.1% | $5,949-22.7% | $6,260-26.6% |