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 | $24,241 | $76,000-68.1% | $154,107-84.3% | $64,186-62.2% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.3pp |
| Annual return | 6.71% | 30.32%-23.6pp | 735.12%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,776 | $3,351-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $582 | $5,596-89.6% | $13,411-95.7% | $4,888-88.1% |