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 | $134,481 | $83,902+60.3% | $167,512-19.7% | $84,808+58.6% |
| Participation rate | 98.5% | 66.5%+32.0pp | 77.1%+21.5pp | 68.3%+30.2pp |
| Annual return | 16.49% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,497 | $4,442+46.2% | $6,405+1.4% | $4,212+54.3% |
| Admin fee / account holder | $10,502 | $7,915+32.7% | $9,769+7.5% | $7,344+43.0% |