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 | $57,127 | $91,037-37.2% | $71,671-20.3% | $147,584-61.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.84% | 20.48%-7.6pp | 20.65%-7.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,093 | $3,327-37.1% | $2,460-14.9% | $4,876-57.1% |
| Participant deferral / active EE | $4,160 | $4,498-7.5% | $3,438+21.0% | $5,439-23.5% |
| Admin fee / account holder | $5,451 | $8,613-36.7% | $5,558-1.9% | $10,885-49.9% |