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 | $53,436 | $106,890-50.0% | $84,015-36.4% | $152,861-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.82% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,284 | $2,734+20.1% | $1,983+65.5% | $4,762-31.1% |
| Participant deferral / active EE | $1,478 | $4,011-63.2% | $3,239-54.4% | $5,850-74.7% |
| Admin fee / account holder | $10,711 | $8,285+29.3% | $6,101+75.6% | $11,596-7.6% |