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 | $15,051 | $102,966-85.4% | $90,281-83.3% | $152,861-90.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 15.80% | 95.16%-79.4pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $4,000 | $3,139+27.4% | $2,854+40.1% | $4,762-16.0% |
| Participant deferral / active EE | $3,031 | $4,281-29.2% | $3,885-22.0% | $5,850-48.2% |
| Admin fee / account holder | $52,110 | $6,171+744.5% | $5,351+873.8% | $11,596+349.4% |