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 | $104,788 | $232,540-54.9% | $185,117-43.4% | $147,584-29.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.14% | 43.03%-20.9pp | 40.50%-18.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,147 | $5,195-58.7% | $4,182-48.6% | $4,876-56.0% |
| Participant deferral / active EE | $5,021 | $5,834-13.9% | $5,045-0.5% | $5,439-7.7% |
| Admin fee / account holder | $1,665 | $10,275-83.8% | $8,159-79.6% | $10,885-84.7% |