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 | $26,317 | $34,934-24.7% | $56,411-53.3% | $74,495-64.7% |
| Participation rate | 70.2% | 32.8%+37.3pp | 52.5%+17.7pp | 67.2%+3.0pp |
| Annual return | 15.86% | 25.94%-10.1pp | 1701.33%-1685.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $839 | $609+37.7% | $1,039-19.3% | $2,623-68.0% |
| Participant deferral / active EE | $1,624 | $1,170+38.7% | $1,952-16.8% | $4,346-62.6% |
| Admin fee / account holder | $2,433 | $2,364+2.9% | $2,829-14.0% | $1,942+25.3% |