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 | $58,404 | $29,660+96.9% | $56,411+3.5% | $80,856-27.8% |
| Participation rate | 74.2% | 41.6%+32.5pp | 52.5%+21.7pp | 67.6%+6.6pp |
| Annual return | 10.68% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,090 | $1,226+152.0% | $1,952+58.3% | $4,296-28.1% |
| Admin fee / account holder | $1,006 | $2,428-58.6% | $2,829-64.5% | $6,918-85.5% |