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 | $121,043 | $99,079+22.2% | $77,999+55.2% | $273,961-55.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 3.86% | 217.93%-214.1pp | 425.96%-422.1pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,250 | $3,308-62.2% | $2,470-49.4% | $4,869-74.3% |
| Participant deferral / active EE | $3,707 | $4,306-13.9% | $3,497+6.0% | $5,287-29.9% |
| Admin fee / account holder | $56,007 | $8,954+525.5% | $5,480+921.9% | $10,132+452.8% |