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 | $51,153 | $96,635-47.1% | $86,612-40.9% | $139,434-63.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 36.06% | 106.41%-70.3pp | 591.07%-555.0pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,397 | $3,263-57.2% | $3,022-53.8% | $4,751-70.6% |
| Participant deferral / active EE | $5,093 | $4,836+5.3% | $4,438+14.8% | $6,710-24.1% |
| Admin fee / account holder | $1,342 | $6,408-79.1% | $5,614-76.1% | $11,403-88.2% |