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 | $51,860 | $100,041-48.2% | $149,718-65.4% | $70,131-26.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 92.57% | 27.43%+65.1pp | 1501.63%-1409.1pp | 73.14%+19.4pp |
| Employer contribution / active EE | $3,046 | $3,662-16.8% | $5,445-44.1% | $2,342+30.0% |
| Participant deferral / active EE | $5,720 | $4,983+14.8% | $6,569-12.9% | $3,332+71.7% |
| Admin fee / account holder | $438 | $8,286-94.7% | $11,283-96.1% | $4,645-90.6% |