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 | $38,279 | $110,809-65.5% | $86,874-55.9% | $167,490-77.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 71.6%+6.1pp | 82.1%-4.3pp |
| Annual return | 16.62% | 116.98%-100.4pp | 63.52%-46.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,387 | $3,244-57.2% | $2,495-44.4% | $4,837-71.3% |
| Participant deferral / active EE | $2,203 | $4,546-51.5% | $3,699-40.4% | $6,341-65.3% |
| Admin fee / account holder | $32,980 | $8,415+291.9% | $5,828+465.9% | $12,309+167.9% |