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 | $34,170 | $63,346-46.1% | $92,233-63.0% | $70,131-51.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.43% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,360 | $2,471+36.0% | $3,679-8.7% | $2,342+43.5% |
| Participant deferral / active EE | $6,274 | $2,854+119.9% | $3,897+61.0% | $3,332+88.3% |
| Admin fee / account holder | $937 | $3,840-75.6% | $5,194-82.0% | $4,645-79.8% |