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 | $96,363 | $102,966-6.4% | $90,281+6.7% | $152,861-37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.48% | 95.16%-61.7pp | 78.10%-44.6pp | 345.32%-311.8pp |
| Employer contribution / active EE | $5,745 | $3,139+83.1% | $2,854+101.3% | $4,762+20.6% |
| Participant deferral / active EE | $8,814 | $4,281+105.9% | $3,885+126.9% | $5,850+50.7% |
| Admin fee / account holder | $2,529 | $6,171-59.0% | $5,351-52.7% | $11,596-78.2% |