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 | $48,785 | $70,428-30.7% | $96,562-49.5% | $85,850-43.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.03% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $5,324 | $1,413+276.8% | $2,356+125.9% | $2,565+107.5% |
| Participant deferral / active EE | $8,085 | $2,894+179.4% | $3,849+110.1% | $3,952+104.6% |
| Admin fee / account holder | $1,198 | $4,997-76.0% | $6,181-80.6% | $6,260-80.9% |