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 | $50,518 | $65,561-22.9% | $86,188-41.4% | $75,163-32.8% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.8pp | 67.2%+8.6pp |
| Annual return | 16.57% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $910 | $1,553-41.4% | $2,380-61.8% | $2,670-65.9% |
| Participant deferral / active EE | $4,447 | $3,024+47.1% | $3,985+11.6% | $4,125+7.8% |
| Admin fee / account holder | $11,166 | $5,474+104.0% | $6,852+63.0% | $5,651+97.6% |