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 | $47,617 | $85,202-44.1% | $172,739-72.4% | $72,985-34.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.62% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,673 | $3,324+40.6% | $5,143-9.1% | $2,440+91.5% |
| Participant deferral / active EE | $3,654 | $3,260+12.1% | $5,198-29.7% | $3,607+1.3% |
| Admin fee / account holder | $25,214 | $5,884+328.5% | $13,954+80.7% | $5,124+392.0% |