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 | $47,612 | $76,000-37.4% | $154,107-69.1% | $64,186-25.8% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,324 | $3,351+29.0% | $5,298-18.4% | $2,381+81.6% |
| Participant deferral / active EE | $4,248 | $3,175+33.8% | $5,081-16.4% | $3,470+22.4% |
| Admin fee / account holder | $10,904 | $5,596+94.8% | $13,411-18.7% | $4,888+123.1% |