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 | $39,999 | $60,124-33.5% | $90,404-55.8% | $79,858-49.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.52% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,588 | $2,068+121.9% | $3,262+40.6% | $2,471+85.7% |
| Participant deferral / active EE | $9,929 | $2,938+237.9% | $3,963+150.5% | $3,740+165.5% |
| Admin fee / account holder | $6,660 | $3,976+67.5% | $5,611+18.7% | $5,306+25.5% |