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 | $13,832 | $49,922-72.3% | $80,569-82.8% | $75,163-81.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.89% | 34.69%-14.8pp | 935.43%-915.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,996 | $1,698+17.5% | $2,723-26.7% | $2,670-25.2% |
| Participant deferral / active EE | $2,652 | $2,990-11.3% | $4,447-40.4% | $4,125-35.7% |
| Admin fee / account holder | $919 | $3,577-74.3% | $5,377-82.9% | $5,651-83.7% |