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 | $34,081 | $108,172-68.5% | $77,482-56.0% | $158,922-78.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 58.95% | 31.67%+27.3pp | 54.79%+4.2pp | 302.83%-243.9pp |
| Employer contribution / active EE | $447 | $1,325-66.3% | $986-54.7% | $4,761-90.6% |
| Participant deferral / active EE | $3,386 | $2,456+37.8% | $1,861+81.9% | $5,982-43.4% |
| Admin fee / account holder | $19,762 | $3,708+433.0% | $2,858+591.5% | $11,246+75.7% |