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 | $69,407 | $116,175-40.3% | $93,606-25.9% | $152,861-54.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.54% | 35.96%-8.4pp | 32.76%-5.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,056 | $3,218-36.1% | $2,718-24.4% | $4,762-56.8% |
| Participant deferral / active EE | $11,822 | $4,603+156.8% | $4,069+190.6% | $5,850+102.1% |
| Admin fee / account holder | $384 | $10,748-96.4% | $7,888-95.1% | $11,596-96.7% |