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 | $48,202 | $60,124-19.8% | $90,404-46.7% | $79,858-39.6% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 15.83% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,064 | $2,068-48.5% | $3,262-67.4% | $2,471-56.9% |
| Participant deferral / active EE | $2,812 | $2,938-4.3% | $3,963-29.0% | $3,740-24.8% |
| Admin fee / account holder | $486 | $3,976-87.8% | $5,611-91.3% | $5,306-90.8% |