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 3-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 | $49,577 | $102,317-51.5% | $146,958-66.3% | $80,856-38.7% |
| Participation rate | 76.4% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 20.62% | 134.76%-114.1pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $5,416 | $3,713+45.9% | $4,933+9.8% | $2,755+96.6% |
| Participant deferral / active EE | $13,035 | $6,644+96.2% | $8,070+61.5% | $4,296+203.4% |
| Admin fee / account holder | $23,736 | $7,941+198.9% | $12,998+82.6% | $6,918+243.1% |