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 | $35,487 | $83,902-57.7% | $167,512-78.8% | $84,808-58.2% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 15.96% | 91.55%-75.6pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $568 | $2,264-74.9% | $3,882-85.4% | $2,631-78.4% |
| Participant deferral / active EE | $2,739 | $4,442-38.3% | $6,405-57.2% | $4,212-35.0% |
| Admin fee / account holder | $700 | $7,915-91.2% | $9,769-92.8% | $7,344-90.5% |