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 | $17,755 | $49,173-63.9% | $121,098-85.3% | $75,163-76.4% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.1pp | 67.2%+30.4pp |
| Annual return | 33.91% | 55.99%-22.1pp | 985.75%-951.8pp | 160.62%-126.7pp |
| Employer contribution / active EE | $996 | $1,546-35.5% | $4,164-76.1% | $2,670-62.7% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,196 | $3,942-69.7% | $5,644-78.8% | $5,651-78.8% |