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 | $123,713 | $107,934+14.6% | $91,989+34.5% | $152,861-19.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.34% | 89.24%-68.9pp | 69.02%-48.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,307 | $6,364-32.3% | $5,923-27.3% | $5,850-26.4% |
| Admin fee / account holder | $535 | $10,520-94.9% | $7,743-93.1% | $11,596-95.4% |