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 | $51,319 | $106,890-52.0% | $84,015-38.9% | $152,861-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.52% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,880 | $2,734-31.2% | $1,983-5.2% | $4,762-60.5% |
| Participant deferral / active EE | $8,071 | $4,011+101.2% | $3,239+149.2% | $5,850+38.0% |
| Admin fee / account holder | $1,313 | $8,285-84.2% | $6,101-78.5% | $11,596-88.7% |