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 | $54,418 | $118,849-54.2% | $96,562-43.6% | $167,490-67.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.42% | 50.49%-33.1pp | 37.78%-20.4pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,938 | $3,120-37.9% | $2,356-17.8% | $4,837-59.9% |
| Participant deferral / active EE | $6,347 | $4,616+37.5% | $3,849+64.9% | $6,341+0.1% |
| Admin fee / account holder | $507 | $8,065-93.7% | $6,181-91.8% | $12,309-95.9% |