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 9-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 | $47,842 | $165,912-71.2% | $122,332-60.9% | $147,584-67.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.16% | 34.55%-14.4pp | 30.27%-10.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,215 | $5,754-26.8% | $4,050+4.1% | $4,876-13.6% |
| Participant deferral / active EE | $4,055 | $4,005+1.2% | $3,287+23.4% | $5,439-25.4% |
| Admin fee / account holder | $14,590 | $7,424+96.5% | $5,478+166.3% | $10,885+34.0% |