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 | $21,632 | $105,998-79.6% | $92,233-76.5% | $147,584-85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.81% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,594 | $4,333-63.2% | $3,679-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $1,301 | $4,478-70.9% | $3,897-66.6% | $5,439-76.1% |
| Admin fee / account holder | $1,795 | $6,332-71.6% | $5,194-65.4% | $10,885-83.5% |