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 | $32,202 | $156,846-79.5% | $121,098-73.4% | $139,434-76.9% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 9.97% | 1474.56%-1464.6pp | 985.75%-975.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,284 | $5,536-58.7% | $4,164-45.1% | $4,751-51.9% |
| Participant deferral / active EE | $5,399 | $4,844+11.4% | $4,080+32.3% | $6,710-19.5% |
| Admin fee / account holder | $67,177 | $6,946+867.2% | $5,644+1090.1% | $11,403+489.1% |