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 | $49,105 | $157,256-68.8% | $141,162-65.2% | $152,861-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.49% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,707 | $5,261-67.6% | $4,735-64.0% | $4,762-64.2% |
| Participant deferral / active EE | $2,737 | $7,109-61.5% | $6,709-59.2% | $5,850-53.2% |
| Admin fee / account holder | $35,894 | $12,120+196.2% | $10,261+249.8% | $11,596+209.5% |