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 | $56,218 | $152,587-63.2% | $125,175-55.1% | $152,861-63.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.72% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,206 | $4,946-55.4% | $3,865-42.9% | $4,762-53.7% |
| Participant deferral / active EE | $7,557 | $5,868+28.8% | $4,937+53.1% | $5,850+29.2% |
| Admin fee / account holder | $19,067 | $13,434+41.9% | $9,702+96.5% | $11,596+64.4% |