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 | $33,502 | $96,635-65.3% | $86,612-61.3% | $139,434-76.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.48% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,121 | $3,263-35.0% | $3,022-29.8% | $4,751-55.4% |
| Participant deferral / active EE | $3,424 | $4,836-29.2% | $4,438-22.9% | $6,710-49.0% |
| Admin fee / account holder | $825 | $6,408-87.1% | $5,614-85.3% | $11,403-92.8% |