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 | $64,376 | $108,642-40.7% | $74,701-13.8% | $152,861-57.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 14.35% | 114.06%-99.7pp | 752.92%-738.6pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,204 | $1,503-19.9% | $1,084+11.1% | $4,762-74.7% |
| Participant deferral / active EE | $2,802 | $2,712+3.3% | $1,964+42.7% | $5,850-52.1% |
| Admin fee / account holder | $119,657 | $4,902+2340.7% | $3,333+3490.1% | $11,596+931.8% |