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 | $36,847 | $44,850-17.8% | $60,547-39.1% | $59,632-38.2% |
| Participation rate | 97.1% | 59.5%+37.6pp | 68.0%+29.1pp | 68.7%+28.4pp |
| Annual return | 16.00% | 1074.14%-1058.1pp | 335.64%-319.6pp | 2041.28%-2025.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,747 | $2,230+202.6% | $3,328+102.8% | $3,192+111.4% |
| Admin fee / account holder | $7,791 | $3,635+114.3% | $4,536+71.7% | $4,297+81.3% |