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 | $50,968 | $232,540-78.1% | $185,117-72.5% | $147,584-65.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.59% | 43.03%-22.4pp | 40.50%-19.9pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,760 | $5,195-46.9% | $4,182-34.0% | $4,876-43.4% |
| Participant deferral / active EE | $5,519 | $5,834-5.4% | $5,045+9.4% | $5,439+1.5% |
| Admin fee / account holder | $407 | $10,275-96.0% | $8,159-95.0% | $10,885-96.3% |