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 | $44,332 | $73,515-39.7% | $62,995-29.6% | $147,584-70.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.13% | 175.43%-162.3pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,855 | $3,320-44.1% | $2,759-32.8% | $4,876-62.0% |
| Participant deferral / active EE | $2,913 | $4,185-30.4% | $3,329-12.5% | $5,439-46.4% |
| Admin fee / account holder | $10,035 | $5,953+68.6% | $3,600+178.7% | $10,885-7.8% |