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 | $56,947 | $104,251-45.4% | $91,001-37.4% | $147,584-61.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.81% | 27.06%-17.3pp | 4.60%+5.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,090 | $3,116+95.5% | $2,456+148.0% | $4,876+24.9% |
| Participant deferral / active EE | $15,962 | $4,195+280.5% | $3,547+349.9% | $5,439+193.5% |
| Admin fee / account holder | $33,616 | $8,948+275.7% | $5,417+520.5% | $10,885+208.8% |