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 | $25,192 | $155,788-83.8% | $124,672-79.8% | $167,490-85.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 43.77% | 17.97%+25.8pp | 5142.93%-5099.2pp | 478.56%-434.8pp |
| Employer contribution / active EE | $5,191 | $4,163+24.7% | $3,324+56.2% | $4,837+7.3% |
| Participant deferral / active EE | $2,264 | $5,673-60.1% | $4,614-50.9% | $6,341-64.3% |
| Admin fee / account holder | $4,836 | $9,531-49.3% | $7,493-35.5% | $12,309-60.7% |