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 7-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 | $11,070 | $53,516-79.3% | $126,539-91.3% | $84,808-86.9% |
| Participation rate | 92.9% | 58.2%+34.6pp | 69.8%+23.0pp | 68.3%+24.5pp |
| Annual return | 27.00% | 58.34%-31.3pp | 425.95%-398.9pp | 40.90%-13.9pp |
| Employer contribution / active EE | $1,961 | $1,535+27.8% | $3,674-46.6% | $2,631-25.5% |
| Participant deferral / active EE | $3,166 | $2,671+18.5% | $4,083-22.5% | $4,212-24.8% |
| Admin fee / account holder | $608 | $4,497-86.5% | $6,065-90.0% | $7,344-91.7% |