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 | $52,575 | $99,652-47.2% | $78,778-33.3% | $147,584-64.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.47% | 47.28%-29.8pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,150 | $2,796+48.5% | $1,986+109.0% | $4,876-14.9% |
| Participant deferral / active EE | $1,385 | $3,664-62.2% | $2,958-53.2% | $5,439-74.5% |
| Admin fee / account holder | $1,446 | $7,155-79.8% | $5,134-71.8% | $10,885-86.7% |