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 | $50,557 | $162,781-68.9% | $133,956-62.3% | $158,922-68.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.88% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,291 | $4,975-54.0% | $3,919-41.5% | $4,761-51.9% |
| Participant deferral / active EE | $1,802 | $5,911-69.5% | $5,048-64.3% | $5,982-69.9% |
| Admin fee / account holder | $3,193 | $11,736-72.8% | $8,927-64.2% | $11,246-71.6% |