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 | $13,745 | $108,642-87.3% | $74,701-81.6% | $152,861-91.0% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 17.51% | 114.06%-96.6pp | 752.92%-735.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,525 | $1,503+334.1% | $1,084+502.1% | $4,762+37.0% |
| Participant deferral / active EE | $3,113 | $2,712+14.8% | $1,964+58.6% | $5,850-46.8% |
| Admin fee / account holder | $19,275 | $4,902+293.2% | $3,333+478.3% | $11,596+66.2% |