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 | $50,184 | $60,124-16.5% | $90,404-44.5% | $79,858-37.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.77% | 71.94%-60.2pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,114 | $2,068+2.3% | $3,262-35.2% | $2,471-14.4% |
| Participant deferral / active EE | $888 | $2,938-69.8% | $3,963-77.6% | $3,740-76.3% |
| Admin fee / account holder | $3,423 | $3,976-13.9% | $5,611-39.0% | $5,306-35.5% |