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 | $23,826 | $96,635-75.3% | $86,612-72.5% | $139,434-82.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.17% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,220 | $3,263-32.0% | $3,022-26.5% | $4,751-53.3% |
| Participant deferral / active EE | $5,645 | $4,836+16.7% | $4,438+27.2% | $6,710-15.9% |
| Admin fee / account holder | $23,115 | $6,408+260.7% | $5,614+311.7% | $11,403+102.7% |