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 | $50,849 | $102,382-50.3% | $147,005-65.4% | $80,874-37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.01% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,654 | $3,715-1.6% | $4,934-26.0% | $2,756+32.6% |
| Participant deferral / active EE | $5,176 | $6,646-22.1% | $8,070-35.9% | $4,297+20.5% |
| Admin fee / account holder | $816 | $7,942-89.7% | $13,006-93.7% | $6,935-88.2% |