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 | $23,375 | $107,934-78.3% | $91,989-74.6% | $152,861-84.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 27.37% | 89.24%-61.9pp | 69.02%-41.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $17,895 | $4,210+325.1% | $3,452+418.4% | $4,762+275.8% |
| Participant deferral / active EE | $7,400 | $6,364+16.3% | $5,923+24.9% | $5,850+26.5% |
| Admin fee / account holder | $1,953 | $10,520-81.4% | $7,743-74.8% | $11,596-83.2% |