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 | $30,331 | $107,934-71.9% | $91,989-67.0% | $152,861-80.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 27.10% | 89.24%-62.1pp | 69.02%-41.9pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,673 | $4,210-36.5% | $3,452-22.6% | $4,762-43.9% |
| Participant deferral / active EE | $6,304 | $6,364-1.0% | $5,923+6.4% | $5,850+7.8% |
| Admin fee / account holder | $1,063 | $10,520-89.9% | $7,743-86.3% | $11,596-90.8% |