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 | $81,207 | $176,377-54.0% | $134,143-39.5% | $158,922-48.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.84% | 63.63%-50.8pp | 36.33%-23.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $810 | $5,040-83.9% | $3,704-78.1% | $4,761-83.0% |
| Participant deferral / active EE | $1,636 | $4,091-60.0% | $3,499-53.2% | $5,982-72.6% |
| Admin fee / account holder | $688 | $8,718-92.1% | $6,684-89.7% | $11,246-93.9% |