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 | $51,168 | $39,019+31.1% | $80,716-36.6% | $85,850-40.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 11.48% | 26.27%-14.8pp | 87.28%-75.8pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,056 | $722+46.2% | $1,160-9.0% | $2,565-58.8% |
| Participant deferral / active EE | $2,395 | $1,326+80.6% | $2,146+11.6% | $3,952-39.4% |
| Admin fee / account holder | $11,014 | $2,431+353.1% | $3,380+225.9% | $6,260+76.0% |