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 | $44,613 | $60,124-25.8% | $90,404-50.7% | $79,858-44.1% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.5pp |
| Annual return | 14.08% | 71.94%-57.9pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $7,815 | $2,068+277.9% | $3,262+139.6% | $2,471+216.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,560 | $3,976-60.8% | $5,611-72.2% | $5,306-70.6% |