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 | $34,704 | $105,998-67.3% | $92,233-62.4% | $147,584-76.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.26% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,258 | $4,333-24.8% | $3,679-11.5% | $4,876-33.2% |
| Participant deferral / active EE | $9,873 | $4,478+120.5% | $3,897+153.4% | $5,439+81.5% |
| Admin fee / account holder | $397 | $6,332-93.7% | $5,194-92.4% | $10,885-96.4% |