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 | $63,657 | $105,998-39.9% | $92,233-31.0% | $147,584-56.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.58% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,233 | $4,333-48.5% | $3,679-39.3% | $4,876-54.2% |
| Participant deferral / active EE | $2,508 | $4,478-44.0% | $3,897-35.6% | $5,439-53.9% |
| Admin fee / account holder | $7,378 | $6,332+16.5% | $5,194+42.1% | $10,885-32.2% |