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 | $59,009 | $157,256-62.5% | $141,162-58.2% | $152,861-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.03% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,883 | $5,261-45.2% | $4,735-39.1% | $4,762-39.5% |
| Participant deferral / active EE | $6,978 | $7,109-1.8% | $6,709+4.0% | $5,850+19.3% |
| Admin fee / account holder | $6,726 | $12,120-44.5% | $10,261-34.5% | $11,596-42.0% |