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 | $78,576 | $102,382-23.3% | $147,005-46.5% | $80,874-2.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.31% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,024 | $3,715+8.3% | $4,934-18.5% | $2,756+46.0% |
| Participant deferral / active EE | $5,959 | $6,646-10.3% | $8,070-26.2% | $4,297+38.7% |
| Admin fee / account holder | $21,815 | $7,942+174.7% | $13,006+67.7% | $6,935+214.5% |