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 | $42,607 | $152,587-72.1% | $125,175-66.0% | $152,861-72.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.56% | 54.84%-37.3pp | 43.79%-26.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $5,911 | $4,946+19.5% | $3,865+52.9% | $4,762+24.1% |
| Participant deferral / active EE | $7,310 | $5,868+24.6% | $4,937+48.1% | $5,850+25.0% |
| Admin fee / account holder | $2,093 | $13,434-84.4% | $9,702-78.4% | $11,596-82.0% |