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 | $35,447 | $107,934-67.2% | $91,989-61.5% | $152,861-76.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.07% | 89.24%-70.2pp | 69.02%-50.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,855 | $4,210-32.2% | $3,452-17.3% | $4,762-40.1% |
| Participant deferral / active EE | $10,032 | $6,364+57.6% | $5,923+69.4% | $5,850+71.5% |
| Admin fee / account holder | $19,855 | $10,520+88.7% | $7,743+156.4% | $11,596+71.2% |