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 | $78,472 | $67,823+15.7% | $52,425+49.7% | $137,256-42.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.34% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,579 | $1,163+35.7% | $914+72.7% | $4,156-62.0% |
| Participant deferral / active EE | $11,025 | $2,288+381.9% | $1,790+515.8% | $6,407+72.1% |
| Admin fee / account holder | $1,414 | $2,844-50.3% | $2,495-43.3% | $12,270-88.5% |