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 4-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 | $20,276 | $49,922-59.4% | $80,569-74.8% | $75,163-73.0% |
| Participation rate | 76.5% | 55.3%+21.2pp | 67.0%+9.5pp | 67.2%+9.3pp |
| Annual return | 15.96% | 34.69%-18.7pp | 935.43%-919.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,415 | $1,698-16.7% | $2,723-48.0% | $2,670-47.0% |
| Participant deferral / active EE | $1,891 | $2,990-36.8% | $4,447-57.5% | $4,125-54.2% |
| Admin fee / account holder | $2,031 | $3,577-43.2% | $5,377-62.2% | $5,651-64.1% |