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 | $67,501 | $106,890-36.9% | $84,015-19.7% | $152,861-55.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.4%+12.8pp |
| Annual return | 13.75% | 104.99%-91.2pp | 71.31%-57.6pp | 345.32%-331.6pp |
| Employer contribution / active EE | $6,020 | $2,734+120.2% | $1,983+203.5% | $4,762+26.4% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,986 | $8,285-64.0% | $6,101-51.0% | $11,596-74.2% |