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 | $51,714 | $98,750-47.6% | $149,696-65.5% | $79,858-35.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.27% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,556 | $3,216+72.7% | $4,644+19.6% | $2,471+124.9% |
| Participant deferral / active EE | $3,443 | $5,680-39.4% | $6,842-49.7% | $3,740-7.9% |
| Admin fee / account holder | $1,904 | $6,053-68.5% | $9,309-79.5% | $5,306-64.1% |