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 | $52,724 | $106,890-50.7% | $84,015-37.2% | $152,861-65.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 10.79% | 104.99%-94.2pp | 71.31%-60.5pp | 345.32%-334.5pp |
| Employer contribution / active EE | $7,649 | $2,734+179.7% | $1,983+285.6% | $4,762+60.6% |
| Participant deferral / active EE | $8,111 | $4,011+102.2% | $3,239+150.4% | $5,850+38.6% |
| Admin fee / account holder | $45,706 | $8,285+451.7% | $6,101+649.2% | $11,596+294.1% |