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 | $53,100 | $106,890-50.3% | $84,015-36.8% | $152,861-65.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.59% | 104.99%-89.4pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,248 | $2,734-17.8% | $1,983+13.3% | $4,762-52.8% |
| Participant deferral / active EE | $13,010 | $4,011+224.3% | $3,239+301.7% | $5,850+122.4% |
| Admin fee / account holder | $2,573 | $8,285-68.9% | $6,101-57.8% | $11,596-77.8% |