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 | $72,155 | $105,998-31.9% | $92,233-21.8% | $147,584-51.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.92% | 50.05%-22.1pp | 176.28%-148.4pp | 578.55%-550.6pp |
| Employer contribution / active EE | $3,293 | $4,333-24.0% | $3,679-10.5% | $4,876-32.5% |
| Participant deferral / active EE | $13,815 | $4,478+208.5% | $3,897+254.5% | $5,439+154.0% |
| Admin fee / account holder | $859 | $6,332-86.4% | $5,194-83.5% | $10,885-92.1% |