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 | $31,658 | $73,515-56.9% | $62,995-49.7% | $147,584-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.24% | 175.43%-157.2pp | 87.57%-69.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $7,979 | $3,320+140.3% | $2,759+189.2% | $4,876+63.6% |
| Participant deferral / active EE | $1,496 | $4,185-64.2% | $3,329-55.1% | $5,439-72.5% |
| Admin fee / account holder | $11,650 | $5,953+95.7% | $3,600+223.6% | $10,885+7.0% |