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 | $80,541 | $105,181-23.4% | $159,436-49.5% | $85,850-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.92% | 45.07%-28.2pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,527 | $3,318-54.0% | $4,829-68.4% | $2,565-40.5% |
| Participant deferral / active EE | $3,330 | $5,945-44.0% | $7,352-54.7% | $3,952-15.7% |
| Admin fee / account holder | $2,780 | $6,933-59.9% | $10,799-74.3% | $6,260-55.6% |