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 | $69,820 | $105,998-34.1% | $92,233-24.3% | $147,584-52.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,171 | $4,333-73.0% | $3,679-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $2,191 | $4,478-51.1% | $3,897-43.8% | $5,439-59.7% |
| Admin fee / account holder | $1,463 | $6,332-76.9% | $5,194-71.8% | $10,885-86.6% |