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 | $48,540 | $96,635-49.8% | $86,612-44.0% | $139,434-65.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.55% | 106.41%-90.9pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,684 | $3,263-48.4% | $3,022-44.3% | $4,751-64.6% |
| Participant deferral / active EE | $5,023 | $4,836+3.9% | $4,438+13.2% | $6,710-25.1% |
| Admin fee / account holder | $1,142 | $6,408-82.2% | $5,614-79.7% | $11,403-90.0% |