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 | $129,933 | $95,971+35.4% | $74,550+74.3% | $135,375-4.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.66% | 56.96%-56.3pp | 32.53%-31.9pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,625 | $2,716-3.3% | $1,961+33.9% | $4,779-45.1% |
| Participant deferral / active EE | $11,778 | $3,843+206.4% | $3,108+278.9% | $5,609+110.0% |
| Admin fee / account holder | $352,177 | $6,522+5300.1% | $5,060+6860.7% | $10,827+3152.7% |