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 | $57,943 | $179,726-67.8% | $156,263-62.9% | $142,382-59.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.36% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,078 | $5,069-59.0% | $4,333-52.0% | $4,299-51.7% |
| Participant deferral / active EE | $9,123 | $6,956+31.1% | $6,158+48.1% | $6,507+40.2% |
| Admin fee / account holder | $10,634 | $17,272-38.4% | $14,255-25.4% | $12,624-15.8% |