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 | $133,325 | $144,119-7.5% | $117,854+13.1% | $147,584-9.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 11.60% | 531.15%-519.5pp | 335.08%-323.5pp | 578.55%-566.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,685 | $5,316+44.6% | $4,482+71.5% | $5,439+41.3% |
| Admin fee / account holder | $19,103 | $10,886+75.5% | $8,020+138.2% | $10,885+75.5% |