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 | $27,123 | $102,547-73.6% | $78,210-65.3% | $147,584-81.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.33% | 51.08%-39.8pp | 40.90%-29.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $4,227 | $2,617+61.5% | $2,034+107.8% | $4,876-13.3% |
| Participant deferral / active EE | $11,400 | $3,481+227.5% | $2,823+303.9% | $5,439+109.6% |
| Admin fee / account holder | $1,620 | $5,059-68.0% | $3,758-56.9% | $10,885-85.1% |