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 | $81,199 | $157,256-48.4% | $141,162-42.5% | $152,861-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.14% | 64.32%-47.2pp | 71.39%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,394 | $5,261-54.5% | $4,735-49.4% | $4,762-49.7% |
| Participant deferral / active EE | $5,312 | $7,109-25.3% | $6,709-20.8% | $5,850-9.2% |
| Admin fee / account holder | $25,399 | $12,120+109.6% | $10,261+147.5% | $11,596+119.0% |