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 | $56,637 | $68,097-16.8% | $62,929-10.0% | $137,256-58.7% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.0%+14.2pp |
| Annual return | 16.92% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $277 | $2,811-90.2% | $2,505-89.0% | $4,156-93.3% |
| Participant deferral / active EE | $2,765 | $4,553-39.3% | $3,888-28.9% | $6,407-56.8% |
| Admin fee / account holder | $1,098 | $6,521-83.2% | $5,065-78.3% | $12,270-91.0% |