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 | $73,295 | $49,173+49.1% | $121,098-39.5% | $75,163-2.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.62% | 55.99%-41.4pp | 985.75%-971.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,339 | $1,546+116.0% | $4,164-19.8% | $2,670+25.1% |
| Participant deferral / active EE | $3,188 | $2,628+21.3% | $4,080-21.9% | $4,125-22.7% |
| Admin fee / account holder | $3,857 | $3,942-2.1% | $5,644-31.7% | $5,651-31.7% |