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 | $175,951 | $137,414+28.0% | $189,513-7.2% | $85,850+105.0% |
| Participation rate | 73.3% | 84.6%-11.3pp | 87.8%-14.5pp | 69.3%+4.0pp |
| Annual return | 21.31% | 38.14%-16.8pp | 555.15%-533.8pp | 318.53%-297.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,535 | $6,260+100.2% | $8,221+52.5% | $3,952+217.2% |
| Admin fee / account holder | $17,870 | $8,630+107.1% | $12,045+48.4% | $6,260+185.5% |