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 | $57,041 | $65,561-13.0% | $86,188-33.8% | $75,163-24.1% |
| Participation rate | 81.5% | 60.5%+21.0pp | 69.0%+12.5pp | 67.2%+14.3pp |
| Annual return | 14.86% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $651 | $1,553-58.1% | $2,380-72.7% | $2,670-75.6% |
| Participant deferral / active EE | $3,246 | $3,024+7.4% | $3,985-18.5% | $4,125-21.3% |
| Admin fee / account holder | $19,541 | $5,474+257.0% | $6,852+185.2% | $5,651+245.8% |