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 | $45,733 | $89,355-48.8% | $141,162-67.6% | $72,985-37.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.79% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $6,383 | $3,114+105.0% | $4,735+34.8% | $2,440+161.6% |
| Participant deferral / active EE | $2,444 | $5,418-54.9% | $6,709-63.6% | $3,607-32.3% |
| Admin fee / account holder | $1,173 | $5,958-80.3% | $10,261-88.6% | $5,124-77.1% |