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 | $32,601 | $107,934-69.8% | $91,989-64.6% | $152,861-78.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.37% | 89.24%-67.9pp | 69.02%-47.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,571 | $4,210-62.7% | $3,452-54.5% | $4,762-67.0% |
| Participant deferral / active EE | $5,511 | $6,364-13.4% | $5,923-7.0% | $5,850-5.8% |
| Admin fee / account holder | $1,149 | $10,520-89.1% | $7,743-85.2% | $11,596-90.1% |