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 | $52,615 | $99,020-46.9% | $86,590-39.2% | $147,584-64.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.72% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $238 | $3,132-92.4% | $2,839-91.6% | $4,876-95.1% |
| Participant deferral / active EE | $2,383 | $3,972-40.0% | $3,609-34.0% | $5,439-56.2% |
| Admin fee / account holder | $8,797 | $5,710+54.1% | $4,906+79.3% | $10,885-19.2% |