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 4-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 | $34,246 | $99,918-65.7% | $81,382-57.9% | $145,922-76.5% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 56.33% | 34.32%+22.0pp | 24.73%+31.6pp | 561.29%-505.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,576 | $4,605+86.2% | $3,883+120.9% | $6,688+28.2% |
| Admin fee / account holder | $2,026 | $8,212-75.3% | $5,768-64.9% | $13,397-84.9% |