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 | $25,624 | $105,998-75.8% | $92,233-72.2% | $147,584-82.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.16% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,768 | $4,333-59.2% | $3,679-51.9% | $4,876-63.7% |
| Participant deferral / active EE | $5,419 | $4,478+21.0% | $3,897+39.1% | $5,439-0.4% |
| Admin fee / account holder | $1,823 | $6,332-71.2% | $5,194-64.9% | $10,885-83.2% |