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 | $45,448 | $65,561-30.7% | $86,188-47.3% | $75,163-39.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.77% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,511 | $1,553+61.7% | $2,380+5.5% | $2,670-6.0% |
| Participant deferral / active EE | $2,908 | $3,024-3.8% | $3,985-27.0% | $4,125-29.5% |
| Admin fee / account holder | $530 | $5,474-90.3% | $6,852-92.3% | $5,651-90.6% |