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 | $50,404 | $117,983-57.3% | $101,794-50.5% | $142,382-64.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.00% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,365 | $2,773+21.4% | $2,289+47.0% | $4,299-21.7% |
| Participant deferral / active EE | $3,068 | $4,714-34.9% | $4,084-24.9% | $6,507-52.9% |
| Admin fee / account holder | $1,488 | $10,433-85.7% | $8,777-83.0% | $12,624-88.2% |