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 | $13,275 | $107,015-87.6% | $73,545-82.0% | $147,584-91.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 23.57% | 38.25%-14.7pp | -15.16%+38.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,786 | $1,760+115.1% | $1,219+210.6% | $4,876-22.4% |
| Participant deferral / active EE | $515 | $2,462-79.1% | $1,806-71.5% | $5,439-90.5% |
| Admin fee / account holder | $642 | $3,055-79.0% | $2,320-72.3% | $10,885-94.1% |