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 | $46,904 | $96,635-51.5% | $86,612-45.8% | $139,434-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.33% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,888 | $3,263+19.1% | $3,022+28.6% | $4,751-18.2% |
| Participant deferral / active EE | $5,542 | $4,836+14.6% | $4,438+24.9% | $6,710-17.4% |
| Admin fee / account holder | $701 | $6,408-89.1% | $5,614-87.5% | $11,403-93.9% |