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 | $40,768 | $108,172-62.3% | $77,482-47.4% | $158,922-74.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.16% | 31.67%-22.5pp | 54.79%-45.6pp | 302.83%-293.7pp |
| Employer contribution / active EE | $915 | $1,325-31.0% | $986-7.3% | $4,761-80.8% |
| Participant deferral / active EE | $3,685 | $2,456+50.0% | $1,861+98.0% | $5,982-38.4% |
| Admin fee / account holder | $854 | $3,708-77.0% | $2,858-70.1% | $11,246-92.4% |