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 | $56,019 | $102,547-45.4% | $78,210-28.4% | $147,584-62.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.60% | 51.08%-34.5pp | 40.90%-24.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,347 | $2,617-48.5% | $2,034-33.8% | $4,876-72.4% |
| Participant deferral / active EE | $3,038 | $3,481-12.7% | $2,823+7.6% | $5,439-44.1% |
| Admin fee / account holder | $682 | $5,059-86.5% | $3,758-81.9% | $10,885-93.7% |