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 | $24,276 | $60,124-59.6% | $90,404-73.1% | $79,858-69.6% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 18.71% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,238 | $2,068+105.0% | $3,262+29.9% | $2,471+71.5% |
| Participant deferral / active EE | $3,709 | $2,938+26.2% | $3,963-6.4% | $3,740-0.8% |
| Admin fee / account holder | $6,001 | $3,976+50.9% | $5,611+6.9% | $5,306+13.1% |