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 | $58,010 | $29,319+97.9% | $52,425+10.7% | $82,448-29.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 18.35% | 535.20%-516.9pp | 302.12%-283.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,375 | $586+134.4% | $914+50.4% | $2,551-46.1% |
| Participant deferral / active EE | $2,482 | $1,171+111.9% | $1,790+38.7% | $4,139-40.0% |
| Admin fee / account holder | $118,784 | $1,962+5953.8% | $2,495+4661.1% | $7,234+1541.9% |