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 | $48,767 | $180,449-73.0% | $154,107-68.4% | $135,375-64.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,836 | $6,035-53.0% | $5,298-46.5% | $4,779-40.6% |
| Participant deferral / active EE | $9,340 | $5,806+60.9% | $5,081+83.8% | $5,609+66.5% |
| Admin fee / account holder | $782 | $16,143-95.2% | $13,411-94.2% | $10,827-92.8% |