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 | $80,812-50.9% | $160,784-75.3% | $82,448-51.9% |
| Participation rate | 75.8% | 66.2%+9.5pp | 77.0%-1.2pp | 68.1%+7.7pp |
| Annual return | 69.13% | 100.59%-31.5pp | 1803.92%-1734.8pp | 41.64%+27.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,787 | $4,335-35.7% | $6,293-55.7% | $4,139-32.7% |
| Admin fee / account holder | $1,361 | $7,695-82.3% | $9,717-86.0% | $7,234-81.2% |