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 | $50,755 | $61,774-17.8% | $97,226-47.8% | $80,856-37.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.77% | -557.90%+571.7pp | 75.13%-61.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,315 | $1,837+26.1% | $2,729-15.1% | $2,755-16.0% |
| Participant deferral / active EE | $6,709 | $3,029+121.5% | $4,264+57.4% | $4,296+56.2% |
| Admin fee / account holder | $1,470 | $5,166-71.6% | $5,654-74.0% | $6,918-78.8% |