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 | $43,031 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.56% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $500 | $3,083-83.8% | $2,912-82.8% | $4,660-89.3% |
| Participant deferral / active EE | $2,860 | $4,643-38.4% | $4,319-33.8% | $6,688-57.2% |
| Admin fee / account holder | $965 | $8,415-88.5% | $7,386-86.9% | $13,397-92.8% |