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 | $58,927 | $232,540-74.7% | $185,117-68.2% | $147,584-60.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.80% | 43.03%-21.2pp | 40.50%-18.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $8,950 | $5,195+72.3% | $4,182+114.0% | $4,876+83.5% |
| Participant deferral / active EE | $5,163 | $5,834-11.5% | $5,045+2.3% | $5,439-5.1% |
| Admin fee / account holder | $639 | $10,275-93.8% | $8,159-92.2% | $10,885-94.1% |