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 | $50,350 | $232,540-78.3% | $185,117-72.8% | $147,584-65.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.77% | 43.03%-24.3pp | 40.50%-21.7pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,609 | $5,195-49.8% | $4,182-37.6% | $4,876-46.5% |
| Participant deferral / active EE | $1,236 | $5,834-78.8% | $5,045-75.5% | $5,439-77.3% |
| Admin fee / account holder | $693 | $10,275-93.3% | $8,159-91.5% | $10,885-93.6% |