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 | $18,774 | $49,922-62.4% | $80,569-76.7% | $75,163-75.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.50% | 34.69%-18.2pp | 935.43%-918.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,789 | $1,698+64.2% | $2,723+2.4% | $2,670+4.5% |
| Participant deferral / active EE | $2,023 | $2,990-32.3% | $4,447-54.5% | $4,125-51.0% |
| Admin fee / account holder | $2,683 | $3,577-25.0% | $5,377-50.1% | $5,651-52.5% |