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 | $68,149 | $99,652-31.6% | $78,778-13.5% | $147,584-53.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.66% | 47.28%-36.6pp | 35.62%-25.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $5,948 | $2,796+112.8% | $1,986+199.5% | $4,876+22.0% |
| Participant deferral / active EE | $1,820 | $3,664-50.3% | $2,958-38.5% | $5,439-66.5% |
| Admin fee / account holder | $1,946 | $7,155-72.8% | $5,134-62.1% | $10,885-82.1% |