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 | $83,625 | $75,828+10.3% | $147,614-43.3% | $59,632+40.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.78% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,467 | $3,485-0.5% | $5,564-37.7% | $2,203+57.4% |
| Participant deferral / active EE | $1,175 | $3,130-62.5% | $4,895-76.0% | $3,192-63.2% |
| Admin fee / account holder | $7,573 | $5,985+26.5% | $11,611-34.8% | $4,297+76.2% |