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 | $43,426 | $51,576-15.8% | $129,207-66.4% | $80,856-46.3% |
| Participation rate | 95.7% | 57.0%+38.8pp | 69.6%+26.1pp | 67.6%+28.1pp |
| Annual return | 17.23% | 20.81%-3.6pp | 9417.33%-9400.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,630 | $1,584+66.1% | $4,153-36.7% | $2,755-4.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,001 | $4,305-76.7% | $7,715-87.0% | $6,918-85.5% |