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 | $37,561 | $85,202-55.9% | $172,739-78.3% | $72,985-48.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 65.54% | 27.32%+38.2pp | 802.84%-737.3pp | 81.00%-15.5pp |
| Employer contribution / active EE | $2,057 | $3,324-38.1% | $5,143-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $4,915 | $3,260+50.8% | $5,198-5.4% | $3,607+36.2% |
| Admin fee / account holder | $9,494 | $5,884+61.4% | $13,954-32.0% | $5,124+85.3% |