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 | $58,072 | $77,899-25.5% | $149,673-61.2% | $75,163-22.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.13% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,023 | $3,137-35.5% | $4,818-58.0% | $2,670-24.2% |
| Participant deferral / active EE | $4,252 | $3,411+24.7% | $5,680-25.1% | $4,125+3.1% |
| Admin fee / account holder | $7,901 | $5,956+32.6% | $13,210-40.2% | $5,651+39.8% |