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 | $57,571 | $99,652-42.2% | $78,778-26.9% | $147,584-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.50% | 47.28%-39.8pp | 35.62%-28.1pp | 578.55%-571.0pp |
| Employer contribution / active EE | $882 | $2,796-68.4% | $1,986-55.6% | $4,876-81.9% |
| Participant deferral / active EE | $4,016 | $3,664+9.6% | $2,958+35.8% | $5,439-26.2% |
| Admin fee / account holder | $3,346 | $7,155-53.2% | $5,134-34.8% | $10,885-69.3% |