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 | $68,958 | $106,890-35.5% | $84,015-17.9% | $152,861-54.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.84% | 104.99%-90.1pp | 71.31%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $13,440 | $2,734+391.5% | $1,983+577.6% | $4,762+182.2% |
| Participant deferral / active EE | $8,877 | $4,011+121.3% | $3,239+174.1% | $5,850+51.7% |
| Admin fee / account holder | $2,391 | $8,285-71.1% | $6,101-60.8% | $11,596-79.4% |