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 | $158,184 | $98,750+60.2% | $149,696+5.7% | $79,858+98.1% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 15.47% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,906 | $5,680-13.6% | $6,842-28.3% | $3,740+31.2% |
| Admin fee / account holder | $94,963 | $6,053+1469.0% | $9,309+920.2% | $5,306+1689.6% |