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 | $43,747 | $105,859-58.7% | $90,160-51.5% | $147,584-70.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.06% | 37.63%-14.6pp | 34.88%-11.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $2,720 | $4,126-34.1% | $3,318-18.0% | $4,876-44.2% |
| Participant deferral / active EE | $9,405 | $5,733+64.0% | $5,288+77.9% | $5,439+72.9% |
| Admin fee / account holder | $4,159 | $8,046-48.3% | $5,943-30.0% | $10,885-61.8% |