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 | $33,954 | $105,998-68.0% | $92,233-63.2% | $147,584-77.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.89% | 50.05%-27.2pp | 176.28%-153.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,194 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $5,177 | $4,478+15.6% | $3,897+32.9% | $5,439-4.8% |
| Admin fee / account holder | $3,437 | $6,332-45.7% | $5,194-33.8% | $10,885-68.4% |