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 | $96,862 | $102,966-5.9% | $90,281+7.3% | $152,861-36.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.64% | 95.16%-63.5pp | 78.10%-46.5pp | 345.32%-313.7pp |
| Employer contribution / active EE | $2,984 | $3,139-4.9% | $2,854+4.5% | $4,762-37.3% |
| Participant deferral / active EE | $4,294 | $4,281+0.3% | $3,885+10.5% | $5,850-26.6% |
| Admin fee / account holder | $25,684 | $6,171+316.2% | $5,351+380.0% | $11,596+121.5% |