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 | $48,899 | $106,890-54.3% | $84,015-41.8% | $152,861-68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.80% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,130 | $2,734+87.6% | $1,983+158.6% | $4,762+7.7% |
| Participant deferral / active EE | $3,383 | $4,011-15.7% | $3,239+4.5% | $5,850-42.2% |
| Admin fee / account holder | $5,399 | $8,285-34.8% | $6,101-11.5% | $11,596-53.4% |