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 | $58,090 | $102,317-43.2% | $146,958-60.5% | $80,856-28.2% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $909 | $3,713-75.5% | $4,933-81.6% | $2,755-67.0% |
| Participant deferral / active EE | $2,988 | $6,644-55.0% | $8,070-63.0% | $4,296-30.4% |
| Admin fee / account holder | $1,677 | $7,941-78.9% | $12,998-87.1% | $6,918-75.8% |