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 | $59,089 | $70,428-16.1% | $96,562-38.8% | $85,850-31.2% |
| Participation rate | 86.0% | 61.8%+24.2pp | 69.8%+16.2pp | 69.3%+16.7pp |
| Annual return | 31.49% | 18.59%+12.9pp | 37.78%-6.3pp | 318.53%-287.0pp |
| Employer contribution / active EE | $5,000 | $1,413+253.9% | $2,356+112.2% | $2,565+94.9% |
| Participant deferral / active EE | $1,668 | $2,894-42.3% | $3,849-56.7% | $3,952-57.8% |
| Admin fee / account holder | $1,415 | $4,997-71.7% | $6,181-77.1% | $6,260-77.4% |