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 | $88,228 | $77,145+14.4% | $108,410-18.6% | $85,850+2.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.06% | 44.54%-25.5pp | 905.27%-886.2pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,445 | $2,379-39.3% | $3,558-59.4% | $2,565-43.7% |
| Participant deferral / active EE | $5,029 | $5,566-9.7% | $6,563-23.4% | $3,952+27.3% |
| Admin fee / account holder | $1,034 | $5,172-80.0% | $7,295-85.8% | $6,260-83.5% |