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 | $96,397 | $83,902+14.9% | $167,512-42.5% | $84,808+13.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.61% | 91.55%-75.9pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,718 | $2,264-24.1% | $3,882-55.7% | $2,631-34.7% |
| Participant deferral / active EE | $2,511 | $4,442-43.5% | $6,405-60.8% | $4,212-40.4% |
| Admin fee / account holder | $16,848 | $7,915+112.9% | $9,769+72.5% | $7,344+129.4% |