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 | $35,807 | $88,751-59.7% | $81,812-56.2% | $145,922-75.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.64% | 1025.40%-1003.8pp | 773.79%-752.2pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,112 | $3,083+33.3% | $2,912+41.2% | $4,660-11.8% |
| Participant deferral / active EE | $3,237 | $4,643-30.3% | $4,319-25.0% | $6,688-51.6% |
| Admin fee / account holder | $29,396 | $8,415+249.3% | $7,386+298.0% | $13,397+119.4% |