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 | $89,685 | $70,428+27.3% | $96,562-7.1% | $85,850+4.5% |
| Participation rate | 77.8% | 61.8%+16.0pp | 69.8%+8.0pp | 69.3%+8.5pp |
| Annual return | 12.11% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,512 | $2,894+125.0% | $3,849+69.2% | $3,952+64.8% |
| Admin fee / account holder | $10,600 | $4,997+112.1% | $6,181+71.5% | $6,260+69.3% |