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 | $80,169 | $105,998-24.4% | $92,233-13.1% | $147,584-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,434 | $4,333-43.8% | $3,679-33.9% | $4,876-50.1% |
| Participant deferral / active EE | $3,493 | $4,478-22.0% | $3,897-10.4% | $5,439-35.8% |
| Admin fee / account holder | $14,741 | $6,332+132.8% | $5,194+183.8% | $10,885+35.4% |