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 | $43,386 | $83,826-48.2% | - | $147,584-70.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 32.31% | 26.57%+5.7pp | - | 578.55%-546.2pp |
| Employer contribution / active EE | $13,029 | $3,042+328.3% | - | $4,876+167.2% |
| Participant deferral / active EE | $9,000 | $3,987+125.7% | - | $5,439+65.5% |
| Admin fee / account holder | $1,476 | $6,071-75.7% | - | $10,885-86.4% |