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 | $134,282 | $48,050+179.5% | $85,969+56.2% | $59,632+125.2% |
| Participation rate | 96.3% | 64.5%+31.8pp | 76.5%+19.8pp | 68.7%+27.6pp |
| Annual return | -1.46% | 0.29%-1.8pp | 9.32%-10.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,227 | $2,249+132.4% | $3,829+36.5% | $3,192+63.8% |
| Admin fee / account holder | $8,067 | $3,206+151.6% | $6,053+33.3% | $4,297+87.7% |