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 | $50,998 | $57,281-11.0% | $86,612-41.1% | $75,163-32.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.47% | 2670.75%-2648.3pp | 591.07%-568.6pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,648 | $2,314-28.8% | $3,022-45.5% | $2,670-38.3% |
| Participant deferral / active EE | $3,470 | $3,318+4.6% | $4,438-21.8% | $4,125-15.9% |
| Admin fee / account holder | $2,079 | $4,112-49.4% | $5,614-63.0% | $5,651-63.2% |