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 | $85,127 | $102,317-16.8% | $146,958-42.1% | $80,856+5.3% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 14.51% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,610 | $3,713-56.6% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $3,437 | $6,644-48.3% | $8,070-57.4% | $4,296-20.0% |
| Admin fee / account holder | $866 | $7,941-89.1% | $12,998-93.3% | $6,918-87.5% |