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 | $63,456 | $48,230+31.6% | $67,502-6.0% | $80,856-21.5% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 30.35% | 18.28%+12.1pp | 3512.12%-3481.8pp | 35.59%-5.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,593 | $2,924+125.5% | $4,000+64.8% | $4,296+53.5% |
| Admin fee / account holder | $6,200 | $3,681+68.4% | $3,998+55.1% | $6,918-10.4% |