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 | $57,427 | $106,890-46.3% | $84,015-31.6% | $152,861-62.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 29.01% | 104.99%-76.0pp | 71.31%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $455 | $2,734-83.4% | $1,983-77.1% | $4,762-90.5% |
| Participant deferral / active EE | $4,572 | $4,011+14.0% | $3,239+41.2% | $5,850-21.8% |
| Admin fee / account holder | $499 | $8,285-94.0% | $6,101-91.8% | $11,596-95.7% |