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 | $93,507 | $61,774+51.4% | $97,226-3.8% | $80,856+15.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.71% | -557.90%+570.6pp | 75.13%-62.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,409 | $1,837+357.9% | $2,729+208.2% | $2,755+205.2% |
| Participant deferral / active EE | $2,831 | $3,029-6.5% | $4,264-33.6% | $4,296-34.1% |
| Admin fee / account holder | $22,628 | $5,166+338.0% | $5,654+300.2% | $6,918+227.1% |