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 | $52,006 | $165,912-68.7% | $122,332-57.5% | $147,584-64.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.78% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,987 | $5,754-30.7% | $4,050-1.6% | $4,876-18.2% |
| Participant deferral / active EE | $8,809 | $4,005+119.9% | $3,287+168.0% | $5,439+62.0% |
| Admin fee / account holder | $2,278 | $7,424-69.3% | $5,478-58.4% | $10,885-79.1% |