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 | $50,970 | $112,881-54.8% | $90,951-44.0% | $158,922-67.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.42% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,163 | $2,893-25.2% | $2,122+1.9% | $4,761-54.6% |
| Participant deferral / active EE | $7,124 | $4,128+72.6% | $3,373+111.2% | $5,982+19.1% |
| Admin fee / account holder | $478 | $8,041-94.1% | $5,959-92.0% | $11,246-95.8% |