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 | $69,527 | $162,781-57.3% | $133,956-48.1% | $158,922-56.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.75% | 41.94%-31.2pp | 45.09%-34.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,405 | $4,975-31.6% | $3,919-13.1% | $4,761-28.5% |
| Participant deferral / active EE | $6,191 | $5,911+4.7% | $5,048+22.6% | $5,982+3.5% |
| Admin fee / account holder | $544 | $11,736-95.4% | $8,927-93.9% | $11,246-95.2% |