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 | $55,290 | $96,635-42.8% | $86,612-36.2% | $139,434-60.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.58% | 106.41%-82.8pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $7,421 | $3,263+127.4% | $3,022+145.5% | $4,751+56.2% |
| Participant deferral / active EE | $11,925 | $4,836+146.6% | $4,438+168.7% | $6,710+77.7% |
| Admin fee / account holder | $655 | $6,408-89.8% | $5,614-88.3% | $11,403-94.3% |