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 | $38,287 | $49,173-22.1% | $121,098-68.4% | $75,163-49.1% |
| Participation rate | 84.4% | 55.4%+29.1pp | 69.5%+15.0pp | 67.2%+17.3pp |
| Annual return | 16.60% | 55.99%-39.4pp | 985.75%-969.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,311 | $1,546-15.2% | $4,164-68.5% | $2,670-50.9% |
| Participant deferral / active EE | $2,992 | $2,628+13.9% | $4,080-26.7% | $4,125-27.5% |
| Admin fee / account holder | $808 | $3,942-79.5% | $5,644-85.7% | $5,651-85.7% |