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 | $95,543 | $48,230+98.1% | $67,502+41.5% | $80,856+18.2% |
| Participation rate | 82.4% | 66.4%+16.0pp | 72.9%+9.5pp | 67.6%+14.7pp |
| Annual return | 17.49% | 18.28%-0.8pp | 3512.12%-3494.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,414 | $2,924+153.6% | $4,000+85.4% | $4,296+72.6% |
| Admin fee / account holder | $3,189 | $3,681-13.4% | $3,998-20.2% | $6,918-53.9% |