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 | $44,473 | $70,606-37.0% | $53,898-17.5% | $142,382-68.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.90% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,837 | $1,202+52.8% | $932+97.1% | $4,299-57.3% |
| Participant deferral / active EE | $3,579 | $2,364+51.4% | $1,826+96.0% | $6,507-45.0% |
| Admin fee / account holder | $8,567 | $2,852+200.4% | $2,491+244.0% | $12,624-32.1% |