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 | $249,539 | $39,019+539.5% | $80,716+209.2% | $85,850+190.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 15.17% | 26.27%-11.1pp | 87.28%-72.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,908 | $1,326+1024.6% | $2,146+594.8% | $3,952+277.3% |
| Admin fee / account holder | $30,697 | $2,431+1162.8% | $3,380+808.2% | $6,260+390.4% |