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 6-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 | $89,262 | $102,828-13.2% | $105,387-15.3% | $152,861-41.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 23.48% | 20.85%+2.6pp | 26.82%-3.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $56,154 | $8,683+546.7% | $6,559+756.2% | $11,596+384.2% |