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 | $23,293 | $27,915-16.6% | $58,482-60.2% | $75,163-69.0% |
| Participation rate | 93.9% | 38.8%+55.0pp | 50.9%+43.0pp | 67.2%+26.7pp |
| Annual return | 18.17% | 44.20%-26.0pp | 4239.32%-4221.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,633 | $669+741.9% | $1,053+434.8% | $2,670+111.0% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,065 | $1,726-38.3% | $2,516-57.7% | $5,651-81.2% |