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 | $32,916 | $99,079-66.8% | $77,999-57.8% | $273,961-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.61% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,766 | $3,308-46.6% | $2,470-28.5% | $4,869-63.7% |
| Participant deferral / active EE | $1,072 | $4,306-75.1% | $3,497-69.3% | $5,287-79.7% |
| Admin fee / account holder | $66,391 | $8,954+641.5% | $5,480+1111.4% | $10,132+555.3% |