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 | $22,331 | $111,724-80.0% | $93,606-76.1% | $145,922-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.67% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,243 | $3,090+37.3% | $2,420+75.3% | $4,660-8.9% |
| Participant deferral / active EE | $1,331 | $4,912-72.9% | $4,411-69.8% | $6,688-80.1% |
| Admin fee / account holder | $861 | $10,250-91.6% | $8,285-89.6% | $13,397-93.6% |