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 | $49,987 | $73,515-32.0% | $62,995-20.6% | $147,584-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.90% | 175.43%-163.5pp | 87.57%-75.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $6,749 | $3,320+103.2% | $2,759+144.6% | $4,876+38.4% |
| Participant deferral / active EE | $1,331 | $4,185-68.2% | $3,329-60.0% | $5,439-75.5% |
| Admin fee / account holder | $9,114 | $5,953+53.1% | $3,600+153.2% | $10,885-16.3% |