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 | $33,554 | $105,998-68.3% | $92,233-63.6% | $147,584-77.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.74% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $5,552 | $4,333+28.1% | $3,679+50.9% | $4,876+13.9% |
| Participant deferral / active EE | $3,182 | $4,478-28.9% | $3,897-18.3% | $5,439-41.5% |
| Admin fee / account holder | $2,554 | $6,332-59.7% | $5,194-50.8% | $10,885-76.5% |