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 | $27,735 | $105,998-73.8% | $92,233-69.9% | $147,584-81.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.92% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $5,274 | $4,333+21.7% | $3,679+43.3% | $4,876+8.1% |
| Participant deferral / active EE | $1,320 | $4,478-70.5% | $3,897-66.1% | $5,439-75.7% |
| Admin fee / account holder | $7,616 | $6,332+20.3% | $5,194+46.6% | $10,885-30.0% |