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 | $39,056 | $49,922-21.8% | $80,569-51.5% | $75,163-48.0% |
| Participation rate | 74.1% | 55.3%+18.8pp | 67.0%+7.1pp | 67.2%+6.9pp |
| Annual return | 20.45% | 34.69%-14.2pp | 935.43%-915.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,731 | $1,698+60.8% | $2,723+0.3% | $2,670+2.3% |
| Participant deferral / active EE | $5,119 | $2,990+71.2% | $4,447+15.1% | $4,125+24.1% |
| Admin fee / account holder | $2,905 | $3,577-18.8% | $5,377-46.0% | $5,651-48.6% |