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 | $47,813 | $57,281-16.5% | $86,612-44.8% | $75,163-36.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.84% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,261 | $2,314+170.5% | $3,022+107.1% | $2,670+134.5% |
| Participant deferral / active EE | $9,566 | $3,318+188.3% | $4,438+115.6% | $4,125+131.9% |
| Admin fee / account holder | $5,093 | $4,112+23.9% | $5,614-9.3% | $5,651-9.9% |