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 | $81,111 | $102,317-20.7% | $146,958-44.8% | $80,856+0.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,557 | $3,713-4.2% | $4,933-27.9% | $2,755+29.1% |
| Participant deferral / active EE | $8,957 | $6,644+34.8% | $8,070+11.0% | $4,296+108.5% |
| Admin fee / account holder | $7,109 | $7,941-10.5% | $12,998-45.3% | $6,918+2.8% |