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 | $21,088 | $105,998-80.1% | $92,233-77.1% | $147,584-85.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.72% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,497 | $4,333-42.4% | $3,679-32.1% | $4,876-48.8% |
| Participant deferral / active EE | $1,416 | $4,478-68.4% | $3,897-63.7% | $5,439-74.0% |
| Admin fee / account holder | $13,991 | $6,332+121.0% | $5,194+169.4% | $10,885+28.5% |