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 | $61,998 | $102,317-39.4% | $146,958-57.8% | $80,856-23.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.81% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,947 | $3,713-20.6% | $4,933-40.3% | $2,755+7.0% |
| Participant deferral / active EE | $5,080 | $6,644-23.5% | $8,070-37.1% | $4,296+18.3% |
| Admin fee / account holder | $3,214 | $7,941-59.5% | $12,998-75.3% | $6,918-53.5% |