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 | $35,317 | $55,415-36.3% | $155,509-77.3% | $74,495-52.6% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.9pp | 67.2%+17.8pp |
| Annual return | 16.10% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,787 | $2,836+68.8% | $5,626-14.9% | $4,346+10.2% |
| Admin fee / account holder | $2,872 | $1,738+65.2% | $15,912-82.0% | $1,942+47.9% |