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 | $25,737 | $49,173-47.7% | $121,098-78.7% | $75,163-65.8% |
| Participation rate | 98.5% | 55.4%+43.1pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 18.44% | 55.99%-37.5pp | 985.75%-967.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,777 | $1,546+15.0% | $4,164-57.3% | $2,670-33.5% |
| Participant deferral / active EE | $1,710 | $2,628-34.9% | $4,080-58.1% | $4,125-58.5% |
| Admin fee / account holder | $426 | $3,942-89.2% | $5,644-92.5% | $5,651-92.5% |