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 | $76,104 | $162,781-53.2% | $133,956-43.2% | $158,922-52.1% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 14.42% | 41.94%-27.5pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,760 | $5,911-19.5% | $5,048-5.7% | $5,982-20.4% |
| Admin fee / account holder | $40,076 | $11,736+241.5% | $8,927+348.9% | $11,246+256.4% |