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 | $69,453 | $80,812-14.1% | $160,784-56.8% | $82,448-15.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 13.54% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $5,620 | $2,174+158.5% | $3,733+50.6% | $2,551+120.3% |
| Participant deferral / active EE | $3,980 | $4,335-8.2% | $6,293-36.8% | $4,139-3.9% |
| Admin fee / account holder | $3,711 | $7,695-51.8% | $9,717-61.8% | $7,234-48.7% |