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 | $36,106 | $85,022-57.5% | $70,515-48.8% | $139,434-74.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 30.38%-17.6pp | 32.77%-20.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $7,673 | $3,909+96.3% | $2,973+158.1% | $4,751+61.5% |
| Participant deferral / active EE | $18,341 | $5,890+211.4% | $4,567+301.6% | $6,710+173.3% |
| Admin fee / account holder | $31,687 | $8,906+255.8% | $6,412+394.2% | $11,403+177.9% |