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 | $90,592 | $99,640-9.1% | $86,436+4.8% | $134,475-32.6% |
| Participation rate | 76.9% | 82.0%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | 1.42% | 6782.58%-6781.2pp | 4394.89%-4393.5pp | 417.96%-416.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,206 | $7,246+13.2% | $6,952+18.0% | $6,400+28.2% |
| Admin fee / account holder | $101,120 | $8,371+1107.9% | $6,731+1402.3% | $11,426+785.0% |