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 | $57,602 | $67,823-15.1% | $52,425+9.9% | $137,256-58.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 28.36% | 219.11%-190.7pp | 302.12%-273.8pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,626 | $1,163+39.8% | $914+77.8% | $4,156-60.9% |
| Participant deferral / active EE | $3,249 | $2,288+42.0% | $1,790+81.4% | $6,407-49.3% |
| Admin fee / account holder | $639 | $2,844-77.5% | $2,495-74.4% | $12,270-94.8% |