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 | $61,032 | $85,202-28.4% | $172,739-64.7% | $72,985-16.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.26% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,548 | $3,324-53.4% | $5,143-69.9% | $2,440-36.6% |
| Participant deferral / active EE | $7,679 | $3,260+135.5% | $5,198+47.7% | $3,607+112.9% |
| Admin fee / account holder | $12,696 | $5,884+115.8% | $13,954-9.0% | $5,124+147.8% |