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 | $80,724 | $102,317-21.1% | $146,958-45.1% | $80,856-0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,344 | $3,713+17.0% | $4,933-11.9% | $2,755+57.7% |
| Participant deferral / active EE | $4,263 | $6,644-35.8% | $8,070-47.2% | $4,296-0.8% |
| Admin fee / account holder | $21,388 | $7,941+169.3% | $12,998+64.5% | $6,918+209.2% |