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 | $81,020 | $106,890-24.2% | $84,015-3.6% | $152,861-47.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 12.07% | 104.99%-92.9pp | 71.31%-59.2pp | 345.32%-333.3pp |
| Employer contribution / active EE | $1,620 | $2,734-40.7% | $1,983-18.3% | $4,762-66.0% |
| Participant deferral / active EE | $10,671 | $4,011+166.0% | $3,239+229.5% | $5,850+82.4% |
| Admin fee / account holder | $602 | $8,285-92.7% | $6,101-90.1% | $11,596-94.8% |