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 | $189,840 | $108,919+74.3% | $100,391+89.1% | $145,922+30.1% |
| Participation rate | 73.9% | 82.9%-9.0pp | 81.5%-7.6pp | 80.3%-6.4pp |
| Annual return | 21.55% | 57.88%-36.3pp | 49.20%-27.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,918 | $8,445-18.1% | $8,082-14.4% | $6,688+3.4% |
| Admin fee / account holder | $26,980 | $9,689+178.5% | $7,899+241.6% | $13,397+101.4% |