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 | $90,759 | $52,353+73.4% | $120,225-24.5% | $82,448+10.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.97% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,750 | $1,510+214.6% | $3,475+36.7% | $2,551+86.2% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,231 | $4,363-71.8% | $5,696-78.4% | $7,234-83.0% |