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 | $60,450 | $49,173+22.9% | $121,098-50.1% | $75,163-19.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 24.22% | 55.99%-31.8pp | 985.75%-961.5pp | 160.62%-136.4pp |
| Employer contribution / active EE | $4,892 | $1,546+216.5% | $4,164+17.5% | $2,670+83.2% |
| Participant deferral / active EE | $8,415 | $2,628+220.2% | $4,080+106.3% | $4,125+104.0% |
| Admin fee / account holder | $1,864 | $3,942-52.7% | $5,644-67.0% | $5,651-67.0% |