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 | $27,708 | $85,202-67.5% | $172,739-84.0% | $72,985-62.0% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 118.10% | 27.32%+90.8pp | 802.84%-684.7pp | 81.00%+37.1pp |
| Employer contribution / active EE | $1,698 | $3,324-48.9% | $5,143-67.0% | $2,440-30.4% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,607-52.8% |
| Admin fee / account holder | $34,961 | $5,884+494.2% | $13,954+150.5% | $5,124+582.3% |