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 | $158,331 | $99,652+58.9% | $78,778+101.0% | $147,584+7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.48% | 47.28%-37.8pp | 35.62%-26.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $754 | $2,796-73.0% | $1,986-62.0% | $4,876-84.5% |
| Participant deferral / active EE | $1,300 | $3,664-64.5% | $2,958-56.1% | $5,439-76.1% |
| Admin fee / account holder | $50,000 | $7,155+598.8% | $5,134+873.9% | $10,885+359.3% |