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 | $86,599 | $83,902+3.2% | $167,512-48.3% | $84,808+2.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,349 | $2,264+136.3% | $3,882+37.8% | $2,631+103.3% |
| Participant deferral / active EE | $9,509 | $4,442+114.0% | $6,405+48.5% | $4,212+125.8% |
| Admin fee / account holder | $1,170 | $7,915-85.2% | $9,769-88.0% | $7,344-84.1% |