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 | $74,088 | $183,592-59.6% | $155,567-52.4% | $145,959-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,572 | $5,315-51.6% | $4,674-45.0% | $4,661-44.8% |
| Participant deferral / active EE | $6,025 | $6,464-6.8% | $5,628+7.1% | $6,689-9.9% |
| Admin fee / account holder | $6,113 | $19,318-68.4% | $15,916-61.6% | $13,398-54.4% |