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 | $72,931 | $105,998-31.2% | $92,233-20.9% | $147,584-50.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.05% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,256 | $4,333-47.9% | $3,679-38.7% | $4,876-53.7% |
| Participant deferral / active EE | $4,032 | $4,478-10.0% | $3,897+3.5% | $5,439-25.9% |
| Admin fee / account holder | $18,184 | $6,332+187.2% | $5,194+250.1% | $10,885+67.0% |