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 | $50,190 | $117,983-57.5% | $101,794-50.7% | $142,382-64.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.00% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $480 | $2,773-82.7% | $2,289-79.0% | $4,299-88.8% |
| Participant deferral / active EE | $6,836 | $4,714+45.0% | $4,084+67.4% | $6,507+5.1% |
| Admin fee / account holder | $20,212 | $10,433+93.7% | $8,777+130.3% | $12,624+60.1% |