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 | $51,872 | $100,773-48.5% | $88,946-41.7% | $142,382-63.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.26% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,005 | $2,918+277.2% | $2,555+330.7% | $4,299+156.0% |
| Participant deferral / active EE | $6,721 | $5,230+28.5% | $4,581+46.7% | $6,507+3.3% |
| Admin fee / account holder | $15,071 | $9,693+55.5% | $8,261+82.4% | $12,624+19.4% |