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 | $95,599 | $83,902+13.9% | $167,512-42.9% | $84,808+12.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.33% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,728 | $2,264-23.7% | $3,882-55.5% | $2,631-34.3% |
| Participant deferral / active EE | $5,096 | $4,442+14.7% | $6,405-20.4% | $4,212+21.0% |
| Admin fee / account holder | $2,316 | $7,915-70.7% | $9,769-76.3% | $7,344-68.5% |