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 | $102,297 | $69,010+48.2% | $159,960-36.0% | $68,494+49.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 6.28% | -9.65%+15.9pp | 408.60%-402.3pp | -7.84%+14.1pp |
| Employer contribution / active EE | $926 | $2,213-58.2% | $4,226-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $3,868 | $4,212-8.2% | $6,182-37.4% | $4,027-4.0% |
| Admin fee / account holder | $14,620 | $4,798+204.7% | $8,698+68.1% | $5,403+170.6% |