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 | $70,130 | $117,841-40.5% | $102,423-31.5% | $145,922-51.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 31.65%-19.2pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,382 | $3,615-34.1% | $3,023-21.2% | $4,660-48.9% |
| Participant deferral / active EE | $3,420 | $5,731-40.3% | $5,053-32.3% | $6,688-48.9% |
| Admin fee / account holder | $893 | $13,326-93.3% | $9,451-90.6% | $13,397-93.3% |