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 | $122,376 | $108,919+12.4% | $100,391+21.9% | $145,922-16.1% |
| Participation rate | 70.8% | 82.9%-12.1pp | 81.5%-10.6pp | 80.3%-9.4pp |
| Annual return | 10.43% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,319 | $8,445-60.7% | $8,082-58.9% | $6,688-50.4% |
| Admin fee / account holder | $794 | $9,689-91.8% | $7,899-89.9% | $13,397-94.1% |