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 | $31,700 | $99,652-68.2% | $78,778-59.8% | $147,584-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.00% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,555 | $2,796-8.6% | $1,986+28.7% | $4,876-47.6% |
| Participant deferral / active EE | $3,358 | $3,664-8.3% | $2,958+13.5% | $5,439-38.3% |
| Admin fee / account holder | $1,019 | $7,155-85.8% | $5,134-80.2% | $10,885-90.6% |