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 | $50,802 | $99,652-49.0% | $78,778-35.5% | $147,584-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.39% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $505 | $2,796-81.9% | $1,986-74.6% | $4,876-89.6% |
| Participant deferral / active EE | $2,544 | $3,664-30.6% | $2,958-14.0% | $5,439-53.2% |
| Admin fee / account holder | $4,584 | $7,155-35.9% | $5,134-10.7% | $10,885-57.9% |