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 | $23,176 | $105,998-78.1% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.04% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,814 | $4,333-58.1% | $3,679-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $5,400 | $4,478+20.6% | $3,897+38.6% | $5,439-0.7% |
| Admin fee / account holder | $828 | $6,332-86.9% | $5,194-84.1% | $10,885-92.4% |