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 | $25,731 | $83,902-69.3% | $167,512-84.6% | $84,808-69.7% |
| Participation rate | 76.9% | 66.5%+10.5pp | 77.1%-0.1pp | 68.3%+8.6pp |
| Annual return | 22.32% | 91.55%-69.2pp | 1615.79%-1593.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $533 | $2,264-76.5% | $3,882-86.3% | $2,631-79.7% |
| Participant deferral / active EE | $2,729 | $4,442-38.6% | $6,405-57.4% | $4,212-35.2% |
| Admin fee / account holder | $1,300 | $7,915-83.6% | $9,769-86.7% | $7,344-82.3% |