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 | $50,717 | $81,625-37.9% | $58,482-13.3% | $139,434-63.6% |
| Participation rate | 81.3% | 61.3%+19.9pp | 50.9%+30.4pp | 80.3%+0.9pp |
| Annual return | 10.25% | 7404.20%-7393.9pp | 4239.32%-4229.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,380 | $2,557-46.0% | $1,924-28.3% | $6,710-79.4% |
| Admin fee / account holder | $17,317 | $3,265+430.4% | $2,516+588.3% | $11,403+51.9% |