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 | $54,990 | $107,015-48.6% | $73,545-25.2% | $147,584-62.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.58% | 38.25%-20.7pp | -15.16%+32.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,418 | $1,760+37.4% | $1,219+98.4% | $4,876-50.4% |
| Participant deferral / active EE | $6,670 | $2,462+171.0% | $1,806+269.3% | $5,439+22.6% |
| Admin fee / account holder | $3,253 | $3,055+6.5% | $2,320+40.3% | $10,885-70.1% |