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 | $32,712 | $95,971-65.9% | $74,550-56.1% | $135,375-75.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.49% | 56.96%-52.5pp | 32.53%-28.0pp | 519.73%-515.2pp |
| Employer contribution / active EE | $3,508 | $2,716+29.1% | $1,961+78.9% | $4,779-26.6% |
| Participant deferral / active EE | $5,169 | $3,843+34.5% | $3,108+66.3% | $5,609-7.8% |
| Admin fee / account holder | $377 | $6,522-94.2% | $5,060-92.5% | $10,827-96.5% |