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 | $93,375 | $75,828+23.1% | $147,614-36.7% | $59,632+56.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.49% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $5,197 | $3,485+49.1% | $5,564-6.6% | $2,203+135.9% |
| Participant deferral / active EE | $4,303 | $3,130+37.5% | $4,895-12.1% | $3,192+34.8% |
| Admin fee / account holder | $2,220 | $5,985-62.9% | $11,611-80.9% | $4,297-48.3% |