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 | $21,789 | $49,922-56.4% | $80,569-73.0% | $75,163-71.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.01% | 34.69%-19.7pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,495 | $1,698+46.9% | $2,723-8.4% | $2,670-6.6% |
| Participant deferral / active EE | $4,180 | $2,990+39.8% | $4,447-6.0% | $4,125+1.3% |
| Admin fee / account holder | $8,083 | $3,577+126.0% | $5,377+50.3% | $5,651+43.0% |