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 | $76,169 | $108,172-29.6% | $77,482-1.7% | $158,922-52.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.46% | 31.67%-18.2pp | 54.79%-41.3pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,633 | $1,325+249.7% | $986+369.6% | $4,761-2.7% |
| Participant deferral / active EE | $3,477 | $2,456+41.6% | $1,861+86.8% | $5,982-41.9% |
| Admin fee / account holder | $3,982 | $3,708+7.4% | $2,858+39.3% | $11,246-64.6% |