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 | $65,983 | $105,998-37.8% | $92,233-28.5% | $147,584-55.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,117 | $4,333-51.1% | $3,679-42.5% | $4,876-56.6% |
| Participant deferral / active EE | $6,054 | $4,478+35.2% | $3,897+55.4% | $5,439+11.3% |
| Admin fee / account holder | $1,119 | $6,332-82.3% | $5,194-78.5% | $10,885-89.7% |