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 | $46,461 | $102,317-54.6% | $146,958-68.4% | $80,856-42.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.91% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,520 | $3,713+21.7% | $4,933-8.4% | $2,755+64.1% |
| Participant deferral / active EE | $6,680 | $6,644+0.5% | $8,070-17.2% | $4,296+55.5% |
| Admin fee / account holder | $15,953 | $7,941+100.9% | $12,998+22.7% | $6,918+130.6% |