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 | $95,898 | $56,053+71.1% | $75,972+26.2% | $80,856+18.6% |
| Participation rate | 82.8% | 62.0%+20.7pp | 69.1%+13.7pp | 67.6%+15.1pp |
| Annual return | 10.88% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,729 | $3,052+87.7% | $4,255+34.6% | $4,296+33.4% |
| Admin fee / account holder | $16,488 | $5,234+215.1% | $6,467+155.0% | $6,918+138.3% |