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 | $51,977 | $159,934-67.5% | $147,005-64.6% | $145,959-64.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 17.56% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $1,838 | $5,287-65.2% | $4,934-62.8% | $4,661-60.6% |
| Participant deferral / active EE | $6,361 | $8,427-24.5% | $8,070-21.2% | $6,689-4.9% |
| Admin fee / account holder | $205,372 | $15,053+1264.3% | $13,006+1479.0% | $13,398+1432.9% |