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 | $26,809 | $106,890-74.9% | $84,015-68.1% | $152,861-82.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.50% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,099 | $2,734-23.2% | $1,983+5.8% | $4,762-55.9% |
| Participant deferral / active EE | $4,281 | $4,011+6.7% | $3,239+32.2% | $5,850-26.8% |
| Admin fee / account holder | $1,013 | $8,285-87.8% | $6,101-83.4% | $11,596-91.3% |