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 | $43,842 | $99,079-55.8% | $77,999-43.8% | $273,961-84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.14% | 217.93%-208.8pp | 425.96%-416.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,912 | $3,308+48.5% | $2,470+98.9% | $4,869+0.9% |
| Participant deferral / active EE | $7,795 | $4,306+81.0% | $3,497+122.9% | $5,287+47.4% |
| Admin fee / account holder | $402 | $8,954-95.5% | $5,480-92.7% | $10,132-96.0% |