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 | $93,193 | $83,902+11.1% | $167,512-44.4% | $84,808+9.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.46% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,654 | $2,264+17.3% | $3,882-31.6% | $2,631+0.9% |
| Participant deferral / active EE | $5,330 | $4,442+20.0% | $6,405-16.8% | $4,212+26.6% |
| Admin fee / account holder | $17,224 | $7,915+117.6% | $9,769+76.3% | $7,344+134.5% |