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 | $99,770 | $83,902+18.9% | $167,512-40.4% | $84,808+17.6% |
| Participation rate | 77.0% | 66.5%+10.6pp | 77.1%0pp | 68.3%+8.7pp |
| Annual return | 16.22% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,871 | $4,442+9.6% | $6,405-23.9% | $4,212+15.7% |
| Admin fee / account holder | $1,262 | $7,915-84.1% | $9,769-87.1% | $7,344-82.8% |