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 | $52,754 | $70,428-25.1% | $96,562-45.4% | $85,850-38.6% |
| Participation rate | 96.3% | 61.8%+34.5pp | 69.8%+26.5pp | 69.3%+27.0pp |
| Annual return | 12.25% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $5,514 | $1,413+290.2% | $2,356+134.0% | $2,565+114.9% |
| Participant deferral / active EE | $1,715 | $2,894-40.7% | $3,849-55.4% | $3,952-56.6% |
| Admin fee / account holder | $820 | $4,997-83.6% | $6,181-86.7% | $6,260-86.9% |