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 7-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 | $68,092 | $61,774+10.2% | $97,226-30.0% | $80,856-15.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.14% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,514 | $1,837+200.2% | $2,729+102.1% | $2,755+100.1% |
| Participant deferral / active EE | $6,784 | $3,029+124.0% | $4,264+59.1% | $4,296+57.9% |
| Admin fee / account holder | $5,126 | $5,166-0.8% | $5,654-9.3% | $6,918-25.9% |