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 | $16,192 | $60,124-73.1% | $90,404-82.1% | $79,858-79.7% |
| Participation rate | 73.6% | 65.0%+8.6pp | 72.7%+0.9pp | 69.6%+4.0pp |
| Annual return | 13.15% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $497 | $2,068-76.0% | $3,262-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $1,300 | $2,938-55.7% | $3,963-67.2% | $3,740-65.2% |
| Admin fee / account holder | $1,995 | $3,976-49.8% | $5,611-64.4% | $5,306-62.4% |