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 | $37,433 | $30,400+23.1% | $53,898-30.5% | $84,808-55.9% |
| Participation rate | 88.4% | 46.4%+41.9pp | 55.0%+33.4pp | 68.3%+20.1pp |
| Annual return | 16.28% | 500.19%-483.9pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,377 | $603+460.4% | $932+262.4% | $2,631+28.4% |
| Participant deferral / active EE | $4,912 | $1,199+309.8% | $1,826+169.0% | $4,212+16.6% |
| Admin fee / account holder | $4,596 | $1,993+130.6% | $2,491+84.5% | $7,344-37.4% |