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 | $53,177 | $67,823-21.6% | $52,425+1.4% | $137,256-61.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.78% | 219.11%-206.3pp | 302.12%-289.3pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,699 | $1,163+46.1% | $914+85.8% | $4,156-59.1% |
| Participant deferral / active EE | $3,686 | $2,288+61.1% | $1,790+105.8% | $6,407-42.5% |
| Admin fee / account holder | $543 | $2,844-80.9% | $2,495-78.2% | $12,270-95.6% |