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 | $51,643 | $46,869+10.2% | $122,332-57.8% | $70,131-26.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.81% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,016 | $1,288+56.6% | $4,050-50.2% | $2,342-13.9% |
| Participant deferral / active EE | $2,867 | $2,166+32.3% | $3,287-12.8% | $3,332-14.0% |
| Admin fee / account holder | $305 | $3,322-90.8% | $5,478-94.4% | $4,645-93.4% |