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 | $39,115 | $74,888-47.8% | $71,209-45.1% | $142,382-72.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.63% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,413 | $2,854+89.7% | $2,721+98.9% | $4,299+25.9% |
| Participant deferral / active EE | $6,847 | $4,454+53.7% | $4,175+64.0% | $6,507+5.2% |
| Admin fee / account holder | $6,253 | $5,568+12.3% | $5,349+16.9% | $12,624-50.5% |