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 | $47,221 | $100,041-52.8% | $149,718-68.5% | $70,131-32.7% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.1%-4.1pp | 69.5%+13.5pp |
| Annual return | 16.43% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,865 | $4,983-42.5% | $6,569-56.4% | $3,332-14.0% |
| Admin fee / account holder | $430 | $8,286-94.8% | $11,283-96.2% | $4,645-90.7% |