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 | $45,090 | $81,632-44.8% | $70,449-36.0% | $158,922-71.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.80% | 208.40%-185.6pp | 109.03%-86.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,556 | $3,217-20.5% | $2,737-6.6% | $4,761-46.3% |
| Participant deferral / active EE | $9,335 | $4,554+105.0% | $3,709+151.7% | $5,982+56.0% |
| Admin fee / account holder | $1,461 | $6,193-76.4% | $3,845-62.0% | $11,246-87.0% |