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 | $35,866 | $107,934-66.8% | $91,989-61.0% | $152,861-76.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.80% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,298 | $4,210-69.2% | $3,452-62.4% | $4,762-72.7% |
| Participant deferral / active EE | $3,396 | $6,364-46.6% | $5,923-42.7% | $5,850-42.0% |
| Admin fee / account holder | $380 | $10,520-96.4% | $7,743-95.1% | $11,596-96.7% |