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 | $48,473 | $30,400+59.5% | $53,898-10.1% | $84,808-42.8% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 16.42% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,104 | $603+83.1% | $932+18.4% | $2,631-58.1% |
| Participant deferral / active EE | $2,759 | $1,199+130.2% | $1,826+51.1% | $4,212-34.5% |
| Admin fee / account holder | $1,146 | $1,993-42.5% | $2,491-54.0% | $7,344-84.4% |