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 5-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 | $42,804 | $102,317-58.2% | $146,958-70.9% | $80,856-47.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.17% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,756 | $3,713+28.1% | $4,933-3.6% | $2,755+72.6% |
| Participant deferral / active EE | $15,942 | $6,644+140.0% | $8,070+97.5% | $4,296+271.1% |
| Admin fee / account holder | $2,856 | $7,941-64.0% | $12,998-78.0% | $6,918-58.7% |