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 | $57,480 | $162,781-64.7% | $133,956-57.1% | $158,922-63.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.78% | 41.94%-29.2pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,752 | $4,975-64.8% | $3,919-55.3% | $4,761-63.2% |
| Participant deferral / active EE | $6,532 | $5,911+10.5% | $5,048+29.4% | $5,982+9.2% |
| Admin fee / account holder | $7,305 | $11,736-37.8% | $8,927-18.2% | $11,246-35.0% |