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 | $80,720 | $102,966-21.6% | $90,281-10.6% | $152,861-47.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 18.98% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,464 | $4,281-19.1% | $3,885-10.8% | $5,850-40.8% |
| Admin fee / account holder | $3,625 | $6,171-41.3% | $5,351-32.3% | $11,596-68.7% |