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 | $71,410 | $77,145-7.4% | $108,410-34.1% | $85,850-16.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.10% | 44.54%-27.4pp | 905.27%-888.2pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,621 | $2,379+94.2% | $3,558+29.9% | $2,565+80.2% |
| Participant deferral / active EE | $4,847 | $5,566-12.9% | $6,563-26.1% | $3,952+22.7% |
| Admin fee / account holder | $3,703 | $5,172-28.4% | $7,295-49.2% | $6,260-40.8% |