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 | $82,354 | $75,828+8.6% | $147,614-44.2% | $59,632+38.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.47% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $6,254 | $3,485+79.5% | $5,564+12.4% | $2,203+183.9% |
| Participant deferral / active EE | $4,347 | $3,130+38.9% | $4,895-11.2% | $3,192+36.2% |
| Admin fee / account holder | $19,906 | $5,985+232.6% | $11,611+71.4% | $4,297+363.3% |