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 | $32,674 | $60,124-45.7% | $90,404-63.9% | $79,858-59.1% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 28.40% | 71.94%-43.5pp | 1293.02%-1264.6pp | 31.71%-3.3pp |
| Employer contribution / active EE | $2,058 | $2,068-0.5% | $3,262-36.9% | $2,471-16.7% |
| Participant deferral / active EE | $4,246 | $2,938+44.5% | $3,963+7.1% | $3,740+13.5% |
| Admin fee / account holder | $391 | $3,976-90.2% | $5,611-93.0% | $5,306-92.6% |