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 | $58,731 | $102,317-42.6% | $146,958-60.0% | $80,856-27.4% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 15.11% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,306 | $3,713-37.9% | $4,933-53.3% | $2,755-16.3% |
| Participant deferral / active EE | $7,952 | $6,644+19.7% | $8,070-1.5% | $4,296+85.1% |
| Admin fee / account holder | $16,143 | $7,941+103.3% | $12,998+24.2% | $6,918+133.4% |