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 | $60,987 | $106,890-42.9% | $84,015-27.4% | $152,861-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.71% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,027 | $2,734-62.5% | $1,983-48.2% | $4,762-78.4% |
| Participant deferral / active EE | $4,001 | $4,011-0.2% | $3,239+23.6% | $5,850-31.6% |
| Admin fee / account holder | $3,744 | $8,285-54.8% | $6,101-38.6% | $11,596-67.7% |