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 | $20,176 | $108,642-81.4% | $74,701-73.0% | $152,861-86.8% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 12.64% | 114.06%-101.4pp | 752.92%-740.3pp | 345.32%-332.7pp |
| Employer contribution / active EE | $119 | $1,503-92.1% | $1,084-89.0% | $4,762-97.5% |
| Participant deferral / active EE | $148 | $2,712-94.5% | $1,964-92.4% | $5,850-97.5% |
| Admin fee / account holder | $197,815 | $4,902+3935.0% | $3,333+5835.0% | $11,596+1605.8% |