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 | $28,114 | $105,998-73.5% | $92,233-69.5% | $147,584-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.51% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,157 | $4,333-73.3% | $3,679-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $4,287 | $4,478-4.3% | $3,897+10.0% | $5,439-21.2% |
| Admin fee / account holder | $2,815 | $6,332-55.5% | $5,194-45.8% | $10,885-74.1% |