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 | $51,823 | $60,124-13.8% | $90,404-42.7% | $79,858-35.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.72% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $6,141 | $2,068+197.0% | $3,262+88.2% | $2,471+148.5% |
| Participant deferral / active EE | $2,080 | $2,938-29.2% | $3,963-47.5% | $3,740-44.4% |
| Admin fee / account holder | $577 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |