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 | $70,280 | $49,173+42.9% | $121,098-42.0% | $75,163-6.5% |
| Participation rate | 71.6% | 55.4%+16.3pp | 69.5%+2.2pp | 67.2%+4.4pp |
| Annual return | 15.49% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,695 | $2,628+192.9% | $4,080+88.6% | $4,125+86.5% |
| Admin fee / account holder | $13,183 | $3,942+234.4% | $5,644+133.6% | $5,651+133.3% |