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 | $29,846 | $51,576-42.1% | $129,207-76.9% | $80,856-63.1% |
| Participation rate | 97.6% | 57.0%+40.6pp | 69.6%+27.9pp | 67.6%+29.9pp |
| Annual return | 13.53% | 20.81%-7.3pp | 9417.33%-9403.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,110 | $2,669+16.5% | $4,168-25.4% | $4,296-27.6% |
| Admin fee / account holder | $587 | $4,305-86.4% | $7,715-92.4% | $6,918-91.5% |