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 | $24,839 | $176,662-85.9% | $130,648-81.0% | $152,861-83.8% |
| Participation rate | 81.8% | 79.0%+2.9pp | 71.7%+10.1pp | 82.4%-0.6pp |
| Annual return | 19.05% | 2692.24%-2673.2pp | 1708.96%-1689.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $512 | $4,361-88.3% | $3,603-85.8% | $5,850-91.3% |
| Admin fee / account holder | $665 | $7,133-90.7% | $5,464-87.8% | $11,596-94.3% |