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 | $24,383 | $104,106-76.6% | $71,086-65.7% | $135,375-82.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 5.76% | 1256.30%-1250.5pp | 650.59%-644.8pp | 519.73%-514.0pp |
| Employer contribution / active EE | $398 | $1,485-73.2% | $1,088-63.4% | $4,779-91.7% |
| Participant deferral / active EE | $4,036 | $2,527+59.7% | $1,874+115.3% | $5,609-28.0% |
| Admin fee / account holder | $24,112 | $4,142+482.2% | $3,082+682.3% | $10,827+122.7% |