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 | $47,825 | $102,317-53.3% | $146,958-67.5% | $80,856-40.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.95% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,036 | $3,713-72.1% | $4,933-79.0% | $2,755-62.4% |
| Participant deferral / active EE | $2,900 | $6,644-56.3% | $8,070-64.1% | $4,296-32.5% |
| Admin fee / account holder | $11,158 | $7,941+40.5% | $12,998-14.2% | $6,918+61.3% |