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 | $48,583 | $70,606-31.2% | $53,898-9.9% | $142,382-65.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.40% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $802 | $1,202-33.2% | $932-13.9% | $4,299-81.3% |
| Participant deferral / active EE | $2,135 | $2,364-9.7% | $1,826+16.9% | $6,507-67.2% |
| Admin fee / account holder | $4,695 | $2,852+64.6% | $2,491+88.5% | $12,624-62.8% |