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 | $30,440 | $107,934-71.8% | $91,989-66.9% | $152,861-80.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.52% | 89.24%-68.7pp | 69.02%-48.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,816 | $4,210-33.1% | $3,452-18.4% | $4,762-40.9% |
| Participant deferral / active EE | $2,071 | $6,364-67.5% | $5,923-65.0% | $5,850-64.6% |
| Admin fee / account holder | $3,143 | $10,520-70.1% | $7,743-59.4% | $11,596-72.9% |