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 | $83,013 | $102,317-18.9% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 17.43% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,561 | $6,644+43.9% | $8,070+18.5% | $4,296+122.6% |
| Admin fee / account holder | $8,544 | $7,941+7.6% | $12,998-34.3% | $6,918+23.5% |