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 | $41,098 | $65,561-37.3% | $86,188-52.3% | $75,163-45.3% |
| Participation rate | 89.1% | 60.5%+28.6pp | 69.0%+20.1pp | 67.2%+21.9pp |
| Annual return | 12.88% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,818 | $1,553+17.1% | $2,380-23.6% | $2,670-31.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,992 | $5,474-8.8% | $6,852-27.1% | $5,651-11.7% |