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 | $75,084 | $232,540-67.7% | $185,117-59.4% | $147,584-49.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.91% | 43.03%-22.1pp | 40.50%-19.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,616 | $5,195-30.4% | $4,182-13.5% | $4,876-25.9% |
| Participant deferral / active EE | $5,916 | $5,834+1.4% | $5,045+17.3% | $5,439+8.8% |
| Admin fee / account holder | $724 | $10,275-93.0% | $8,159-91.1% | $10,885-93.3% |