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 | $47,160 | $96,635-51.2% | $86,612-45.6% | $139,434-66.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.28% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,025 | $3,263+115.3% | $3,022+132.4% | $4,751+47.9% |
| Participant deferral / active EE | $5,429 | $4,836+12.3% | $4,438+22.3% | $6,710-19.1% |
| Admin fee / account holder | $100,559 | $6,408+1469.3% | $5,614+1691.2% | $11,403+781.9% |