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 | $62,337 | $60,124+3.7% | $90,404-31.0% | $79,858-21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.16% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,724 | $2,068+176.8% | $3,262+75.5% | $2,471+131.7% |
| Participant deferral / active EE | $4,150 | $2,938+41.3% | $3,963+4.7% | $3,740+11.0% |
| Admin fee / account holder | $2,268 | $3,976-43.0% | $5,611-59.6% | $5,306-57.3% |