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 | $36,066 | $60,124-40.0% | $90,404-60.1% | $79,858-54.8% |
| Participation rate | 70.6% | 65.0%+5.6pp | 72.7%-2.1pp | 69.6%+1.0pp |
| Annual return | 16.81% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,158 | $2,068+4.3% | $3,262-33.9% | $2,471-12.7% |
| Participant deferral / active EE | $3,999 | $2,938+36.1% | $3,963+0.9% | $3,740+6.9% |
| Admin fee / account holder | $469 | $3,976-88.2% | $5,611-91.6% | $5,306-91.2% |