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 | $64,595 | $60,124+7.4% | $90,404-28.5% | $79,858-19.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.82% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,914 | $2,068+40.9% | $3,262-10.7% | $2,471+17.9% |
| Participant deferral / active EE | $2,798 | $2,938-4.8% | $3,963-29.4% | $3,740-25.2% |
| Admin fee / account holder | $6,233 | $3,976+56.8% | $5,611+11.1% | $5,306+17.5% |