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 | $76,141 | $165,912-54.1% | $122,332-37.8% | $147,584-48.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.90% | 34.55%-14.7pp | 30.27%-10.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,796 | $5,754-51.4% | $4,050-31.0% | $4,876-42.7% |
| Participant deferral / active EE | $7,999 | $4,005+99.7% | $3,287+143.4% | $5,439+47.1% |
| Admin fee / account holder | $4,652 | $7,424-37.3% | $5,478-15.1% | $10,885-57.3% |