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 | $83,770 | $77,813+7.7% | $123,544-32.2% | $64,186+30.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.25% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $650 | $3,014-78.4% | $4,628-86.0% | $2,381-72.7% |
| Participant deferral / active EE | $4,634 | $5,240-11.6% | $6,426-27.9% | $3,470+33.6% |
| Admin fee / account holder | $29,860 | $5,519+441.1% | $9,284+221.6% | $4,888+510.9% |