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 | $37,346 | $51,576-27.6% | $129,207-71.1% | $80,856-53.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 19.59% | 20.81%-1.2pp | 9417.33%-9397.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $884 | $1,584-44.2% | $4,153-78.7% | $2,755-67.9% |
| Participant deferral / active EE | $3,002 | $2,669+12.5% | $4,168-28.0% | $4,296-30.1% |
| Admin fee / account holder | $15,442 | $4,305+258.7% | $7,715+100.2% | $6,918+123.2% |