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 | $58,373 | $201,272-71.0% | $184,203-68.3% | $145,922-60.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.53% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,894 | $7,022-30.3% | $6,427-23.9% | $4,660+5.0% |
| Participant deferral / active EE | $8,855 | $9,806-9.7% | $9,131-3.0% | $6,688+32.4% |
| Admin fee / account holder | $2,839 | $16,364-82.7% | $13,901-79.6% | $13,397-78.8% |