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 | $73,342 | $102,317-28.3% | $146,958-50.1% | $80,856-9.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.71% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,708 | $3,713+80.7% | $4,933+36.0% | $2,755+143.5% |
| Participant deferral / active EE | $5,046 | $6,644-24.0% | $8,070-37.5% | $4,296+17.5% |
| Admin fee / account holder | $7,294 | $7,941-8.2% | $12,998-43.9% | $6,918+5.4% |