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 | $34,024 | $48,046-29.2% | $84,611-59.8% | $72,985-53.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.81% | 37.38%-12.6pp | 258.74%-233.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,705 | $1,602+68.8% | $2,652+2.0% | $2,440+10.8% |
| Participant deferral / active EE | $4,381 | $2,680+63.4% | $3,899+12.4% | $3,607+21.4% |
| Admin fee / account holder | $710 | $3,395-79.1% | $4,912-85.5% | $5,124-86.1% |