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 | $40,439 | $85,202-52.5% | $172,739-76.6% | $72,985-44.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.89% | 27.32%-10.4pp | 802.84%-786.0pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,221 | $3,324-33.2% | $5,143-56.8% | $2,440-9.0% |
| Participant deferral / active EE | $3,013 | $3,260-7.6% | $5,198-42.0% | $3,607-16.5% |
| Admin fee / account holder | $13,599 | $5,884+131.1% | $13,954-2.5% | $5,124+165.4% |