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 | $23,114 | $60,124-61.6% | $90,404-74.4% | $79,858-71.1% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 10.65% | 71.94%-61.3pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $869 | $2,068-58.0% | $3,262-73.3% | $2,471-64.8% |
| Participant deferral / active EE | $3,088 | $2,938+5.1% | $3,963-22.1% | $3,740-17.4% |
| Admin fee / account holder | $2,649 | $3,976-33.4% | $5,611-52.8% | $5,306-50.1% |