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 | $55,441 | $63,346-12.5% | $92,233-39.9% | $70,131-20.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.04% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,236 | $2,471-9.5% | $3,679-39.2% | $2,342-4.6% |
| Participant deferral / active EE | $4,653 | $2,854+63.0% | $3,897+19.4% | $3,332+39.7% |
| Admin fee / account holder | $11,302 | $3,840+194.3% | $5,194+117.6% | $4,645+143.3% |