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 | $39,669 | $83,902-52.7% | $167,512-76.3% | $84,808-53.2% |
| Participation rate | 75.8% | 66.5%+9.3pp | 77.1%-1.3pp | 68.3%+7.4pp |
| Annual return | 69.13% | 91.55%-22.4pp | 1615.79%-1546.7pp | 40.90%+28.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,787 | $4,442-37.3% | $6,405-56.5% | $4,212-33.8% |
| Admin fee / account holder | $1,361 | $7,915-82.8% | $9,769-86.1% | $7,344-81.5% |