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 5-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 | $100,241 | $105,181-4.7% | $159,436-37.1% | $85,850+16.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,491 | $3,318-55.1% | $4,829-69.1% | $2,565-41.9% |
| Participant deferral / active EE | $3,005 | $5,945-49.4% | $7,352-59.1% | $3,952-24.0% |
| Admin fee / account holder | $8,059 | $6,933+16.2% | $10,799-25.4% | $6,260+28.7% |