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 | $78,536 | $96,635-18.7% | $86,612-9.3% | $139,434-43.7% |
| Participation rate | 73.7% | 74.4%-0.7pp | 71.7%+2.0pp | 80.3%-6.6pp |
| Annual return | 16.19% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,893 | $4,836-19.5% | $4,438-12.3% | $6,710-42.0% |
| Admin fee / account holder | $2,732 | $6,408-57.4% | $5,614-51.3% | $11,403-76.0% |