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 | $51,811 | $126,574-59.1% | $106,213-51.2% | $145,922-64.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,809 | $3,730-24.7% | $3,171-11.4% | $4,660-39.7% |
| Participant deferral / active EE | $4,131 | $5,724-27.8% | $5,016-17.7% | $6,688-38.2% |
| Admin fee / account holder | $15,794 | $17,304-8.7% | $11,033+43.2% | $13,397+17.9% |