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 | $18,536 | $73,515-74.8% | $62,995-70.6% | $147,584-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.15% | 175.43%-158.3pp | 87.57%-70.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,303 | $3,320-30.7% | $2,759-16.5% | $4,876-52.8% |
| Participant deferral / active EE | $8,841 | $4,185+111.3% | $3,329+165.5% | $5,439+62.6% |
| Admin fee / account holder | $1,329 | $5,953-77.7% | $3,600-63.1% | $10,885-87.8% |