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 | $34,831 | $60,124-42.1% | $90,404-61.5% | $79,858-56.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.69% | 71.94%-58.3pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $847 | $2,068-59.0% | $3,262-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $1,872 | $2,938-36.3% | $3,963-52.8% | $3,740-50.0% |
| Admin fee / account holder | $1,284 | $3,976-67.7% | $5,611-77.1% | $5,306-75.8% |