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 3-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 | $35,970 | $94,338-61.9% | $100,534-64.2% | $142,382-74.7% |
| Participation rate | 0.0% | 81.7%-81.7pp | 80.6%-80.6pp | 80.1%-80.1pp |
| Annual return | 14.87% | 29.20%-14.3pp | 32.66%-17.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $15,544 | $8,421+84.6% | $7,654+103.1% | $12,624+23.1% |