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 | $68,343 | $156,846-56.4% | $121,098-43.6% | $139,434-51.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.02% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,895 | $5,536-47.7% | $4,164-30.5% | $4,751-39.1% |
| Participant deferral / active EE | $6,879 | $4,844+42.0% | $4,080+68.6% | $6,710+2.5% |
| Admin fee / account holder | $15,734 | $6,946+126.5% | $5,644+178.7% | $11,403+38.0% |