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 | $99,988 | $96,635+3.5% | $86,612+15.4% | $139,434-28.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.73% | 106.41%-71.7pp | 591.07%-556.3pp | 372.94%-338.2pp |
| Employer contribution / active EE | $7,364 | $3,263+125.7% | $3,022+143.7% | $4,751+55.0% |
| Participant deferral / active EE | $9,579 | $4,836+98.1% | $4,438+115.9% | $6,710+42.8% |
| Admin fee / account holder | $5,272 | $6,408-17.7% | $5,614-6.1% | $11,403-53.8% |