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 | $85,619 | $118,680-27.9% | $98,907-13.4% | $158,922-46.1% |
| Participation rate | 81.3% | 77.8%+3.4pp | 76.0%+5.2pp | 82.0%-0.7pp |
| Annual return | 12.88% | 372.35%-359.5pp | 196.43%-183.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,810 | $5,088-25.1% | $4,244-10.2% | $5,982-36.3% |
| Admin fee / account holder | $34,135 | $10,131+236.9% | $6,642+414.0% | $11,246+203.5% |