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 | $197,949 | $157,256+25.9% | $141,162+40.2% | $152,861+29.5% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 19.16% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,930 | $7,109+39.7% | $6,709+48.0% | $5,850+69.7% |
| Admin fee / account holder | $40,857 | $12,120+237.1% | $10,261+298.2% | $11,596+252.3% |