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 | $44,018 | $118,680-62.9% | $98,907-55.5% | $158,922-72.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.25% | 372.35%-360.1pp | 196.43%-184.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,937 | $3,333-11.9% | $2,689+9.2% | $4,761-38.3% |
| Participant deferral / active EE | $4,560 | $5,088-10.4% | $4,244+7.4% | $5,982-23.8% |
| Admin fee / account holder | $3,526 | $10,131-65.2% | $6,642-46.9% | $11,246-68.6% |