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 | $47,099 | $83,902-43.9% | $167,512-71.9% | $84,808-44.5% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 68.3%+28.6pp |
| Annual return | 30.35% | 91.55%-61.2pp | 1615.79%-1585.4pp | 40.90%-10.5pp |
| Employer contribution / active EE | $1,714 | $2,264-24.3% | $3,882-55.8% | $2,631-34.9% |
| Participant deferral / active EE | $2,249 | $4,442-49.4% | $6,405-64.9% | $4,212-46.6% |
| Admin fee / account holder | $1,735 | $7,915-78.1% | $9,769-82.2% | $7,344-76.4% |