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 | $78,952 | $105,931-25.5% | $81,930-3.6% | $158,922-50.3% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 503.07% | 38.17%+464.9pp | 29.49%+473.6pp | 302.83%+200.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,679 | $13,003-87.1% | $7,107-76.4% | $5,982-71.9% |
| Admin fee / account holder | $8,857 | $8,489+4.3% | $5,158+71.7% | $11,246-21.2% |