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 | $40,063 | $49,922-19.7% | $80,569-50.3% | $75,163-46.7% |
| Participation rate | 89.7% | 55.3%+34.3pp | 67.0%+22.7pp | 67.2%+22.5pp |
| Annual return | 17.36% | 34.69%-17.3pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,670 | $1,698+57.2% | $2,723-2.0% | $2,6700% |
| Participant deferral / active EE | $5,000 | $2,990+67.2% | $4,447+12.4% | $4,125+21.2% |
| Admin fee / account holder | $1,539 | $3,577-57.0% | $5,377-71.4% | $5,651-72.8% |