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 | $59,385 | $157,256-62.2% | $141,162-57.9% | $152,861-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.69% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,677 | $5,261-49.1% | $4,735-43.5% | $4,762-43.8% |
| Participant deferral / active EE | $5,429 | $7,109-23.6% | $6,709-19.1% | $5,850-7.2% |
| Admin fee / account holder | $60,059 | $12,120+395.5% | $10,261+485.3% | $11,596+417.9% |