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 | $47,197 | $96,635-51.2% | $86,612-45.5% | $139,434-66.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.14% | 106.41%-82.3pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,578 | $3,263-21.0% | $3,022-14.7% | $4,751-45.7% |
| Participant deferral / active EE | $6,048 | $4,836+25.1% | $4,438+36.3% | $6,710-9.9% |
| Admin fee / account holder | $1,391 | $6,408-78.3% | $5,614-75.2% | $11,403-87.8% |