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 | $29,915 | $70,606-57.6% | $53,898-44.5% | $142,382-79.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.64% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,790 | $1,202+48.9% | $932+92.0% | $4,299-58.4% |
| Participant deferral / active EE | $2,614 | $2,364+10.6% | $1,826+43.1% | $6,507-59.8% |
| Admin fee / account holder | $19,661 | $2,852+589.5% | $2,491+689.3% | $12,624+55.7% |