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 | $51,844 | $127,065-59.2% | $113,168-54.2% | $142,382-63.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.89% | 24.03%-2.1pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,117 | $3,442-38.5% | $2,975-28.8% | $4,299-50.7% |
| Participant deferral / active EE | $13,453 | $5,716+135.3% | $5,107+163.4% | $6,507+106.7% |
| Admin fee / account holder | $7,011 | $15,736-55.4% | $12,068-41.9% | $12,624-44.5% |