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 | $38,644 | $90,320-57.2% | $59,496-35.0% | $125,391-69.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 19.80% | 369.13%-349.3pp | 182.05%-162.2pp | 282.22%-262.4pp |
| Employer contribution / active EE | $7,141 | $1,792+298.6% | $1,153+519.4% | $4,866+46.8% |
| Participant deferral / active EE | $4,612 | $2,716+69.8% | $1,829+152.1% | $5,352-13.8% |
| Admin fee / account holder | $6,404 | $3,063+109.1% | $2,232+186.9% | $9,540-32.9% |