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 | $59,340 | $81,625-27.3% | $58,482+1.5% | $139,434-57.4% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 16.20% | 7404.20%-7388.0pp | 4239.32%-4223.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,173 | $2,557+63.2% | $1,924+116.9% | $6,710-37.8% |
| Admin fee / account holder | $7,969 | $3,265+144.1% | $2,516+216.7% | $11,403-30.1% |