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 | $36,014 | $60,124-40.1% | $90,404-60.2% | $79,858-54.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.23% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,203 | $2,068+54.9% | $3,262-1.8% | $2,471+29.6% |
| Participant deferral / active EE | $5,954 | $2,938+102.6% | $3,963+50.2% | $3,740+59.2% |
| Admin fee / account holder | $399 | $3,976-90.0% | $5,611-92.9% | $5,306-92.5% |