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 | $59,685 | $106,890-44.2% | $84,015-29.0% | $152,861-61.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.84% | 104.99%-84.1pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $8,470 | $2,734+209.8% | $1,983+327.0% | $4,762+77.9% |
| Participant deferral / active EE | $5,692 | $4,011+41.9% | $3,239+75.8% | $5,850-2.7% |
| Admin fee / account holder | $13,450 | $8,285+62.3% | $6,101+120.5% | $11,596+16.0% |