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 | $60,561 | $197,591-69.4% | $177,821-65.9% | $158,922-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.41% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,825 | $6,697-42.9% | $5,918-35.4% | $4,761-19.7% |
| Participant deferral / active EE | $6,482 | $8,405-22.9% | $7,714-16.0% | $5,982+8.4% |
| Admin fee / account holder | $38,904 | $15,399+152.6% | $12,427+213.0% | $11,246+245.9% |