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 | $40,745 | $49,173-17.1% | $121,098-66.4% | $75,163-45.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.67% | 55.99%-40.3pp | 985.75%-970.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,504 | $1,546-2.7% | $4,164-63.9% | $2,670-43.7% |
| Participant deferral / active EE | $3,305 | $2,628+25.8% | $4,080-19.0% | $4,125-19.9% |
| Admin fee / account holder | $1,615 | $3,942-59.0% | $5,644-71.4% | $5,651-71.4% |