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 | $44,556 | $101,069-55.9% | $81,478-45.3% | $147,584-69.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.07% | 32.40%-18.3pp | 38.78%-24.7pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,392 | $3,205-25.4% | $2,568-6.9% | $4,876-51.0% |
| Participant deferral / active EE | $15,386 | $4,242+262.7% | $3,537+335.1% | $5,439+182.9% |
| Admin fee / account holder | $361 | $5,812-93.8% | $4,561-92.1% | $10,885-96.7% |