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 | $43,203 | $49,922-13.5% | $80,569-46.4% | $75,163-42.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.69% | 34.69%-16.0pp | 935.43%-916.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,447 | $1,698+44.1% | $2,723-10.1% | $2,670-8.3% |
| Participant deferral / active EE | $8,505 | $2,990+184.4% | $4,447+91.2% | $4,125+106.2% |
| Admin fee / account holder | $8,751 | $3,577+144.6% | $5,377+62.7% | $5,651+54.9% |