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 | $38,800 | $60,124-35.5% | $90,404-57.1% | $79,858-51.4% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 18.30% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,986 | $2,068+44.4% | $3,262-8.5% | $2,471+20.8% |
| Participant deferral / active EE | $3,028 | $2,938+3.1% | $3,963-23.6% | $3,740-19.0% |
| Admin fee / account holder | $7,021 | $3,976+76.6% | $5,611+25.1% | $5,306+32.3% |