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 | $32,533 | $49,922-34.8% | $80,569-59.6% | $75,163-56.7% |
| Participation rate | 78.5% | 55.3%+23.2pp | 67.0%+11.5pp | 67.2%+11.3pp |
| Annual return | 25.18% | 34.69%-9.5pp | 935.43%-910.2pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,500 | $1,698-11.7% | $2,723-44.9% | $2,670-43.8% |
| Participant deferral / active EE | $8,191 | $2,990+173.9% | $4,447+84.2% | $4,125+98.6% |
| Admin fee / account holder | $3,085 | $3,577-13.7% | $5,377-42.6% | $5,651-45.4% |