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 | $49,242 | $45,566+8.1% | $64,105-23.2% | $59,632-17.4% |
| Participation rate | 96.2% | 60.2%+36.0pp | 68.2%+28.0pp | 68.7%+27.5pp |
| Annual return | -1.50% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $335 | $934-64.1% | $1,820-81.6% | $2,203-84.8% |
| Participant deferral / active EE | $3,234 | $2,057+57.2% | $2,822+14.6% | $3,192+1.3% |
| Admin fee / account holder | $6,363 | $3,268+94.7% | $4,499+41.4% | $4,297+48.1% |