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 | $70,147 | $108,642-35.4% | $74,701-6.1% | $152,861-54.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.40% | 114.06%-89.7pp | 752.92%-728.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,926 | $1,503+94.7% | $1,084+170.0% | $4,762-38.6% |
| Participant deferral / active EE | $9,073 | $2,712+234.5% | $1,964+362.0% | $5,850+55.1% |
| Admin fee / account holder | $13,989 | $4,902+185.3% | $3,333+319.7% | $11,596+20.6% |