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 | $37,798 | $27,915+35.4% | $58,482-35.4% | $75,163-49.7% |
| Participation rate | 78.1% | 38.8%+39.3pp | 50.9%+27.3pp | 67.2%+10.9pp |
| Annual return | 24.86% | 44.20%-19.3pp | 4239.32%-4214.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $975 | $1,201-18.9% | $1,924-49.3% | $4,125-76.4% |
| Admin fee / account holder | $4,036 | $1,726+133.9% | $2,516+60.4% | $5,651-28.6% |