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 | $84,343 | $60,124+40.3% | $90,404-6.7% | $79,858+5.6% |
| Participation rate | 72.7% | 65.0%+7.7pp | 72.7%0pp | 69.6%+3.1pp |
| Annual return | 11.39% | 71.94%-60.6pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,833 | $2,068-11.4% | $3,262-43.8% | $2,471-25.8% |
| Participant deferral / active EE | $2,890 | $2,938-1.6% | $3,963-27.1% | $3,740-22.7% |
| Admin fee / account holder | $25,180 | $3,976+533.2% | $5,611+348.8% | $5,306+374.5% |