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 | $23,782 | $106,890-77.8% | $84,015-71.7% | $152,861-84.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.74% | 104.99%-83.2pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,935 | $2,734+43.9% | $1,983+98.4% | $4,762-17.4% |
| Participant deferral / active EE | $3,064 | $4,011-23.6% | $3,239-5.4% | $5,850-47.6% |
| Admin fee / account holder | $347 | $8,285-95.8% | $6,101-94.3% | $11,596-97.0% |