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 | $83,599 | $70,606+18.4% | $53,898+55.1% | $142,382-41.3% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 16.07% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,839 | $1,202+552.1% | $932+741.1% | $4,299+82.4% |
| Participant deferral / active EE | $5,956 | $2,364+152.0% | $1,826+226.1% | $6,507-8.5% |
| Admin fee / account holder | $1,686 | $2,852-40.9% | $2,491-32.3% | $12,624-86.6% |