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 | $74,206 | $108,172-31.4% | $77,482-4.2% | $158,922-53.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.71% | 31.67%-18.0pp | 54.79%-41.1pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,430 | $1,325+158.9% | $986+247.8% | $4,761-28.0% |
| Participant deferral / active EE | $10,278 | $2,456+318.4% | $1,861+452.2% | $5,982+71.8% |
| Admin fee / account holder | $7,645 | $3,708+106.2% | $2,858+167.5% | $11,246-32.0% |