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 | $56,000 | $96,635-42.1% | $86,612-35.3% | $139,434-59.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.37% | 106.41%-84.0pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,748 | $3,263-15.8% | $3,022-9.1% | $4,751-42.2% |
| Participant deferral / active EE | $7,651 | $4,836+58.2% | $4,438+72.4% | $6,710+14.0% |
| Admin fee / account holder | $17,869 | $6,408+178.9% | $5,614+218.3% | $11,403+56.7% |