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 | $33,588 | $96,635-65.2% | $86,612-61.2% | $139,434-75.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.31% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,345 | $3,263-58.8% | $3,022-55.5% | $4,751-71.7% |
| Participant deferral / active EE | $5,397 | $4,836+11.6% | $4,438+21.6% | $6,710-19.6% |
| Admin fee / account holder | $1,066 | $6,408-83.4% | $5,614-81.0% | $11,403-90.7% |