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 | $50,476 | $70,428-28.3% | $96,562-47.7% | $85,850-41.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 28.07% | 18.59%+9.5pp | 37.78%-9.7pp | 318.53%-290.5pp |
| Employer contribution / active EE | $5,377 | $1,413+280.6% | $2,356+128.2% | $2,565+109.6% |
| Participant deferral / active EE | $2,277 | $2,894-21.3% | $3,849-40.8% | $3,952-42.4% |
| Admin fee / account holder | $1,478 | $4,997-70.4% | $6,181-76.1% | $6,260-76.4% |