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 | $57,161 | $73,515-22.2% | $62,995-9.3% | $147,584-61.3% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.8%-2.6pp | 82.8%-10.6pp |
| Annual return | 13.74% | 175.43%-161.7pp | 87.57%-73.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,972 | $4,185+66.6% | $3,329+109.4% | $5,439+28.2% |
| Admin fee / account holder | $2,072 | $5,953-65.2% | $3,600-42.4% | $10,885-81.0% |