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 | $55,271 | $107,334-48.5% | $92,893-40.5% | $152,861-63.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.04% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,532 | $4,221-63.7% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $5,910 | $4,845+22.0% | $4,236+39.5% | $5,850+1.0% |
| Admin fee / account holder | $1,599 | $7,079-77.4% | $5,794-72.4% | $11,596-86.2% |