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 | $40,695 | $60,124-32.3% | $90,404-55.0% | $79,858-49.0% |
| Participation rate | 78.1% | 65.0%+13.1pp | 72.7%+5.4pp | 69.6%+8.5pp |
| Annual return | 21.77% | 71.94%-50.2pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,620 | $2,068-21.6% | $3,262-50.3% | $2,471-34.4% |
| Participant deferral / active EE | $4,912 | $2,938+67.2% | $3,963+23.9% | $3,740+31.3% |
| Admin fee / account holder | $15,712 | $3,976+295.1% | $5,611+180.0% | $5,306+196.1% |