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 | $23,082 | $110,502-79.1% | $80,716-71.4% | $167,490-86.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 33.63% | 120.54%-86.9pp | 87.28%-53.7pp | 478.56%-444.9pp |
| Employer contribution / active EE | $1,430 | $1,543-7.3% | $1,160+23.3% | $4,837-70.4% |
| Participant deferral / active EE | $1,430 | $2,871-50.2% | $2,146-33.4% | $6,341-77.4% |
| Admin fee / account holder | $428 | $4,545-90.6% | $3,380-87.3% | $12,309-96.5% |