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 | $83,521 | $45,566+83.3% | $64,105+30.3% | $59,632+40.1% |
| Participation rate | 98.8% | 60.2%+38.7pp | 68.2%+30.7pp | 68.7%+30.2pp |
| Annual return | 0.45% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $978 | $934+4.7% | $1,820-46.3% | $2,203-55.6% |
| Participant deferral / active EE | $3,837 | $2,057+86.6% | $2,822+36.0% | $3,192+20.2% |
| Admin fee / account holder | $4,700 | $3,268+43.8% | $4,499+4.5% | $4,297+9.4% |