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 | $64,776 | $135,635-52.2% | $110,238-41.2% | $135,375-52.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.70% | 513.19%-512.5pp | 314.74%-314.0pp | 519.73%-519.0pp |
| Employer contribution / active EE | $6,025 | $4,906+22.8% | $3,826+57.5% | $4,779+26.1% |
| Participant deferral / active EE | $7,614 | $5,506+38.3% | $4,672+63.0% | $5,609+35.8% |
| Admin fee / account holder | $18,699 | $11,457+63.2% | $8,547+118.8% | $10,827+72.7% |