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 | $32,285 | $99,877-67.7% | $84,966-62.0% | $145,922-77.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.09% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,190 | $3,231-1.3% | $2,727+17.0% | $4,660-31.5% |
| Participant deferral / active EE | $12,874 | $5,291+143.3% | $4,519+184.9% | $6,688+92.5% |
| Admin fee / account holder | $8,172 | $7,248+12.7% | $6,149+32.9% | $13,397-39.0% |