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 | $166,989 | $40,256+314.8% | $57,343+191.2% | $59,632+180.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.93% | 27.49%-26.6pp | 24.39%-23.5pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,906 | $1,922+51.2% | $2,689+8.1% | $2,203+32.0% |
| Participant deferral / active EE | $3,928 | $2,399+63.7% | $3,162+24.2% | $3,192+23.1% |
| Admin fee / account holder | $12,748 | $2,818+352.4% | $3,356+279.9% | $4,297+196.7% |