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 | $41,901 | $107,934-61.2% | $91,989-54.4% | $152,861-72.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.16% | 89.24%-65.1pp | 69.02%-44.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,207 | $4,210-23.8% | $3,452-7.1% | $4,762-32.7% |
| Participant deferral / active EE | $3,207 | $6,364-49.6% | $5,923-45.9% | $5,850-45.2% |
| Admin fee / account holder | $1,449 | $10,520-86.2% | $7,743-81.3% | $11,596-87.5% |