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 | $82,462 | $60,124+37.2% | $90,404-8.8% | $79,858+3.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.28% | 71.94%-51.7pp | 1293.02%-1272.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,930 | $2,068+138.4% | $3,262+51.1% | $2,471+99.5% |
| Participant deferral / active EE | $6,472 | $2,938+120.3% | $3,963+63.3% | $3,740+73.1% |
| Admin fee / account holder | $2,924 | $3,976-26.5% | $5,611-47.9% | $5,306-44.9% |