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 | $47,337 | $96,305-50.8% | $80,569-41.2% | $139,434-66.1% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 15.07% | 1350.08%-1335.0pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,021 | $3,262+23.3% | $2,723+47.6% | $4,751-15.4% |
| Participant deferral / active EE | $1,250 | $5,232-76.1% | $4,447-71.9% | $6,710-81.4% |
| Admin fee / account holder | $12,174 | $6,599+84.5% | $5,377+126.4% | $11,403+6.8% |