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 | $54,825 | $90,348-39.3% | $75,972-27.8% | $145,922-62.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.42% | 620.88%-603.5pp | 359.55%-342.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $6,746 | $3,311+103.7% | $2,685+151.2% | $4,660+44.8% |
| Participant deferral / active EE | $5,142 | $5,162-0.4% | $4,255+20.8% | $6,688-23.1% |
| Admin fee / account holder | $3,477 | $8,467-58.9% | $6,467-46.2% | $13,397-74.0% |