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 | $73,663 | $102,317-28.0% | $146,958-49.9% | $80,856-8.9% |
| Participation rate | 71.7% | 75.8%-4.1pp | 82.2%-10.4pp | 67.6%+4.1pp |
| Annual return | 16.02% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,490 | $6,644+103.1% | $8,070+67.2% | $4,296+214.0% |
| Admin fee / account holder | $22,777 | $7,941+186.8% | $12,998+75.2% | $6,918+229.2% |