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 | $45,684 | $100,041-54.3% | $149,718-69.5% | $70,131-34.9% |
| Participation rate | 73.9% | 83.6%-9.7pp | 87.1%-13.2pp | 69.5%+4.4pp |
| Annual return | 17.50% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,363 | $4,983-12.4% | $6,569-33.6% | $3,332+31.0% |
| Admin fee / account holder | $3,832 | $8,286-53.7% | $11,283-66.0% | $4,645-17.5% |