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 | $32,225 | $48,570-33.7% | $130,648-75.3% | $72,985-55.8% |
| Participation rate | 93.1% | 58.6%+34.5pp | 71.7%+21.4pp | 69.5%+23.6pp |
| Annual return | 17.80% | 38.63%-20.8pp | 1708.96%-1691.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,250 | $2,384+36.3% | $3,603-9.8% | $3,607-9.9% |
| Admin fee / account holder | $1,063 | $3,549-70.0% | $5,464-80.5% | $5,124-79.3% |