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 | $57,583 | $106,515-45.9% | $96,683-40.4% | $139,434-58.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.75% | 38.43%-25.7pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $10,328 | $4,103+151.7% | $3,737+176.4% | $4,751+117.4% |
| Participant deferral / active EE | $6,030 | $5,454+10.6% | $4,878+23.6% | $6,710-10.1% |
| Admin fee / account holder | $35,335 | $7,877+348.6% | $6,730+425.1% | $11,403+209.9% |