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 | $36,620 | $108,642-66.3% | $74,701-51.0% | $152,861-76.0% |
| Participation rate | 92.3% | 65.3%+27.0pp | 54.5%+37.8pp | 82.4%+9.9pp |
| Annual return | 16.94% | 114.06%-97.1pp | 752.92%-736.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,060 | $1,503+37.1% | $1,084+90.1% | $4,762-56.7% |
| Participant deferral / active EE | $2,556 | $2,712-5.8% | $1,964+30.2% | $5,850-56.3% |
| Admin fee / account holder | $27,456 | $4,902+460.0% | $3,333+723.8% | $11,596+136.8% |