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 | $32,613 | $108,642-70.0% | $74,701-56.3% | $152,861-78.7% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 14.22% | 114.06%-99.8pp | 752.92%-738.7pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,073 | $1,503-28.6% | $1,084-1.0% | $4,762-77.5% |
| Participant deferral / active EE | $5,302 | $2,712+95.5% | $1,964+170.0% | $5,850-9.4% |
| Admin fee / account holder | $16,610 | $4,902+238.8% | $3,333+398.3% | $11,596+43.2% |