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 | $45,981 | $49,922-7.9% | $80,569-42.9% | $75,163-38.8% |
| Participation rate | 76.3% | 55.3%+21.0pp | 67.0%+9.3pp | 67.2%+9.1pp |
| Annual return | 21.93% | 34.69%-12.8pp | 935.43%-913.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $853 | $1,698-49.7% | $2,723-68.7% | $2,670-68.0% |
| Participant deferral / active EE | $3,294 | $2,990+10.1% | $4,447-25.9% | $4,125-20.1% |
| Admin fee / account holder | $2,013 | $3,577-43.7% | $5,377-62.6% | $5,651-64.4% |