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 | $78,504 | $137,414-42.9% | $189,513-58.6% | $85,850-8.6% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 14.87% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,786 | $4,344-58.9% | $6,162-71.0% | $2,565-30.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,555 | $8,630-47.2% | $12,045-62.2% | $6,260-27.2% |