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 | $102,300 | $49,922+104.9% | $80,569+27.0% | $75,163+36.1% |
| Participation rate | 71.9% | 55.3%+16.6pp | 67.0%+4.9pp | 67.2%+4.7pp |
| Annual return | 15.87% | 34.69%-18.8pp | 935.43%-919.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $498 | $1,698-70.7% | $2,723-81.7% | $2,670-81.4% |
| Participant deferral / active EE | $4,390 | $2,990+46.8% | $4,447-1.3% | $4,125+6.4% |
| Admin fee / account holder | $17,497 | $3,577+389.1% | $5,377+225.4% | $5,651+209.6% |