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 | $53,061 | $162,781-67.4% | $133,956-60.4% | $158,922-66.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.47% | 41.94%-21.5pp | 45.09%-24.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,259 | $4,975-34.5% | $3,919-16.8% | $4,761-31.6% |
| Participant deferral / active EE | $6,161 | $5,911+4.2% | $5,048+22.1% | $5,982+3.0% |
| Admin fee / account holder | $17,978 | $11,736+53.2% | $8,927+101.4% | $11,246+59.9% |