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 | $55,109 | $232,540-76.3% | $185,117-70.2% | $147,584-62.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.92% | 43.03%-27.1pp | 40.50%-24.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,112 | $5,195-40.1% | $4,182-25.6% | $4,876-36.2% |
| Participant deferral / active EE | $5,563 | $5,834-4.6% | $5,045+10.3% | $5,439+2.3% |
| Admin fee / account holder | $3,771 | $10,275-63.3% | $8,159-53.8% | $10,885-65.4% |