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 | $62,594 | $107,015-41.5% | $73,545-14.9% | $147,584-57.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 19.50% | 38.25%-18.8pp | -15.16%+34.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,814 | $1,760+173.5% | $1,219+294.9% | $4,876-1.3% |
| Participant deferral / active EE | $3,549 | $2,462+44.2% | $1,806+96.5% | $5,439-34.8% |
| Admin fee / account holder | $2,022 | $3,055-33.8% | $2,320-12.9% | $10,885-81.4% |