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 | $82,159 | $75,828+8.3% | $147,614-44.3% | $59,632+37.8% |
| Participation rate | 97.1% | 71.6%+25.5pp | 84.6%+12.4pp | 68.7%+28.4pp |
| Annual return | -1.33% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,124 | $3,485-10.3% | $5,564-43.9% | $2,203+41.8% |
| Participant deferral / active EE | $5,008 | $3,130+60.0% | $4,895+2.3% | $3,192+56.9% |
| Admin fee / account holder | $20,130 | $5,985+236.3% | $11,611+73.4% | $4,297+368.5% |