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 | $112,492 | $100,041+12.4% | $149,718-24.9% | $70,131+60.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.1%-10.1pp | 69.5%+7.4pp |
| Annual return | 20.19% | 27.43%-7.2pp | 1501.63%-1481.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,832 | $4,983+117.4% | $6,569+64.9% | $3,332+225.1% |
| Admin fee / account holder | $2,033 | $8,286-75.5% | $11,283-82.0% | $4,645-56.2% |