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 | $34,229 | $63,346-46.0% | $92,233-62.9% | $70,131-51.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.57% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $8,493 | $2,471+243.7% | $3,679+130.8% | $2,342+262.6% |
| Participant deferral / active EE | $4,333 | $2,854+51.8% | $3,897+11.2% | $3,332+30.1% |
| Admin fee / account holder | $539 | $3,840-86.0% | $5,194-89.6% | $4,645-88.4% |