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 | $30,489 | $73,515-58.5% | $62,995-51.6% | $147,584-79.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 13.20% | 175.43%-162.2pp | 87.57%-74.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,371 | $3,320-58.7% | $2,759-50.3% | $4,876-71.9% |
| Participant deferral / active EE | $1,371 | $4,185-67.2% | $3,329-58.8% | $5,439-74.8% |
| Admin fee / account holder | $11,920 | $5,953+100.2% | $3,600+231.1% | $10,885+9.5% |