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 | $44,833 | $57,281-21.7% | $86,612-48.2% | $75,163-40.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.46% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,421 | $2,314+4.6% | $3,022-19.9% | $2,670-9.3% |
| Participant deferral / active EE | $4,482 | $3,318+35.1% | $4,438+1.0% | $4,125+8.6% |
| Admin fee / account holder | $3,021 | $4,112-26.5% | $5,614-46.2% | $5,651-46.5% |