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 | $29,496 | $96,635-69.5% | $86,612-65.9% | $139,434-78.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.34% | 106.41%-83.1pp | 591.07%-567.7pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,781 | $3,263-45.4% | $3,022-41.1% | $4,751-62.5% |
| Participant deferral / active EE | $6,389 | $4,836+32.1% | $4,438+44.0% | $6,710-4.8% |
| Admin fee / account holder | $2,645 | $6,408-58.7% | $5,614-52.9% | $11,403-76.8% |