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 | $85,325 | $95,416-10.6% | $185,823-54.1% | $85,850-0.6% |
| Participation rate | 78.4% | 68.8%+9.6pp | 81.7%-3.3pp | 69.3%+9.1pp |
| Annual return | 15.95% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,142 | $3,423+196.3% | $5,568+82.2% | $3,952+156.6% |
| Admin fee / account holder | $5,354 | $7,213-25.8% | $16,237-67.0% | $6,260-14.5% |