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 | $89,884 | $90,320-0.5% | $59,496+51.1% | $125,391-28.3% |
| Participation rate | 80.0% | 68.3%+11.7pp | 54.6%+25.4pp | 83.2%-3.2pp |
| Annual return | 0.90% | 369.13%-368.2pp | 182.05%-181.1pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $670 | $3,063-78.1% | $2,232-70.0% | $9,540-93.0% |