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 | $32,946 | $99,957-67.0% | $149,696-78.0% | $73,488-55.2% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 49.76% | 53.87%-4.1pp | 276.60%-226.8pp | 28.51%+21.2pp |
| Employer contribution / active EE | $1,111 | $3,191-65.2% | $4,644-76.1% | $2,270-51.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $940 | $551+70.7% | $9,309-89.9% | $513+83.2% |