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 | $31,751 | $104,974-69.8% | $95,585-66.8% | $142,382-77.7% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 10.91% | 210.33%-199.4pp | 38.56%-27.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,794 | $2,779-35.5% | $2,527-29.0% | $4,299-58.3% |
| Participant deferral / active EE | $3,282 | $4,352-24.6% | $4,023-18.4% | $6,507-49.6% |
| Admin fee / account holder | $65,356 | $6,386+923.4% | $6,127+966.6% | $12,624+417.7% |