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 | $42,429 | $29,660+43.1% | $56,411-24.8% | $80,856-47.5% |
| Participation rate | 84.4% | 41.6%+42.7pp | 52.5%+31.9pp | 67.6%+16.7pp |
| Annual return | 17.33% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,757 | $1,226+43.3% | $1,952-10.0% | $4,296-59.1% |
| Admin fee / account holder | $721 | $2,428-70.3% | $2,829-74.5% | $6,918-89.6% |