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 | $22,125 | $57,281-61.4% | $86,612-74.5% | $75,163-70.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.62% | 2670.75%-2653.1pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,773 | $2,314+19.8% | $3,022-8.2% | $2,670+3.9% |
| Participant deferral / active EE | $3,582 | $3,318+8.0% | $4,438-19.3% | $4,125-13.2% |
| Admin fee / account holder | $2,449 | $4,112-40.4% | $5,614-56.4% | $5,651-56.7% |