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 | $65,414 | $105,998-38.3% | $92,233-29.1% | $147,584-55.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 13.22% | 50.05%-36.8pp | 176.28%-163.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,480 | $4,478-22.3% | $3,897-10.7% | $5,439-36.0% |
| Admin fee / account holder | $4,502 | $6,332-28.9% | $5,194-13.3% | $10,885-58.6% |