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 | $58,403 | $106,890-45.4% | $84,015-30.5% | $152,861-61.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.28% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,205 | $2,734-19.3% | $1,983+11.2% | $4,762-53.7% |
| Participant deferral / active EE | $6,149 | $4,011+53.3% | $3,239+89.9% | $5,850+5.1% |
| Admin fee / account holder | $553 | $8,285-93.3% | $6,101-90.9% | $11,596-95.2% |