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 | $80,037 | $102,317-21.8% | $146,958-45.5% | $80,856-1.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,916 | $3,713+32.4% | $4,933-0.3% | $2,755+78.5% |
| Participant deferral / active EE | $12,517 | $6,644+88.4% | $8,070+55.1% | $4,296+191.4% |
| Admin fee / account holder | $23,217 | $7,941+192.4% | $12,998+78.6% | $6,918+235.6% |