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 | $28,127 | $96,484-70.8% | $75,886-62.9% | $152,861-81.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.91% | 33.98%-16.1pp | 30.76%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $6,935 | $3,309+109.5% | $2,500+177.3% | $4,762+45.6% |
| Participant deferral / active EE | $4,957 | $4,553+8.9% | $3,603+37.6% | $5,850-15.3% |
| Admin fee / account holder | $12,864 | $8,078+59.2% | $5,418+137.4% | $11,596+10.9% |