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 | $23,586 | $49,173-52.0% | $121,098-80.5% | $75,163-68.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.12% | 55.99%-35.9pp | 985.75%-965.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,830 | $1,546+18.4% | $4,164-56.1% | $2,670-31.5% |
| Participant deferral / active EE | $2,667 | $2,628+1.5% | $4,080-34.6% | $4,125-35.3% |
| Admin fee / account holder | $1,716 | $3,942-56.5% | $5,644-69.6% | $5,651-69.6% |