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 4-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 | $61,443 | $161,701-62.0% | - | $142,382-56.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | - | 80.1%+12.2pp |
| Annual return | 9.98% | 549.36%-539.4pp | - | 217.08%-207.1pp |
| Employer contribution / active EE | $935 | $4,438-78.9% | - | $4,299-78.2% |
| Participant deferral / active EE | $2,817 | $5,394-47.8% | - | $6,507-56.7% |
| Admin fee / account holder | $38,371 | $9,598+299.8% | - | $12,624+204.0% |