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 | $67,094 | $111,724-39.9% | $93,606-28.3% | $145,922-54.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.35% | 202.98%-188.6pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,612 | $3,090-15.4% | $2,420+8.0% | $4,660-43.9% |
| Participant deferral / active EE | $7,193 | $4,912+46.4% | $4,411+63.1% | $6,688+7.6% |
| Admin fee / account holder | $109,613 | $10,250+969.4% | $8,285+1223.0% | $13,397+718.2% |