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 | $22,274 | $102,616-78.3% | $81,983-72.8% | $158,922-86.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.04% | 61.04%-46.0pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,156 | $3,240-2.6% | $2,498+26.3% | $4,761-33.7% |
| Participant deferral / active EE | $5,086 | $4,648+9.4% | $3,722+36.6% | $5,982-15.0% |
| Admin fee / account holder | $873 | $8,235-89.4% | $5,664-84.6% | $11,246-92.2% |